Atherton Lane Advisers, LLC
Atherton Lane Advisers, LLC (CRD# 134090) is a financial advisory firm headquartered in Menlo Park, CA. They manage $2,842,403,008 in 702 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
Atherton Lane Advisers, LLC
By the Numbers
-
Total Assets Under Management2,842MILLION
-
Total Number of Accounts702ACCOUNTS
-
Average Account Value$4,049,007
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, HI, IL, MA, NH, NV, NY, OR, TX, VA, VT, WA
Financial Advisors at Atherton Lane Advisers, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.