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
Po Box 900, New Castle, NH 03854
http://www.atiwealthpartners.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA, IL, MA, NH, TX

Financial Advisors at Ati Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell Robertson, financial advisor Portsmouth NH
Russell R. Robertson
CRD#: 5889672
Portsmouth, NH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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