Ati Wealth Partners, LLC
Ati Wealth Partners, LLC (CRD# 282924) is a financial advisory firm headquartered in New Castle, NH. They manage $18,410,000 in 94 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$195,851
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, IL, MA, NH, TX
Financial Advisors at Ati Wealth Partners, LLC
1
Russell Robertson (CRD# 5889672) is an Investment Advisor Representative working at Ati Wealth Partners, LLC in Portsmouth, NH and has over 13 years of experience in the finance industry.
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