Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC (CRD# 145331) is a financial advisory firm headquartered in Albany, NY. They manage $1,256,022,576 in 3,633 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,256MILLION
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Total Number of Accounts3,633ACCOUNTS
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Average Account Value$345,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kollin Allard (CRD# 6468527) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 3 years of experience in the finance industry.
Gregory Britton (CRD# 4486916) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry.
Lissa McNaughton (CRD# 1578960) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 29 years of experience in the finance industry.
John Ogle (CRD# 1802437) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry.
Robert Palmer (CRD# 3117738) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 11 years of experience in the finance industry.
Toby Potterton (CRD# 6311808) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Pueblo, CO and has over 2 years of experience in the finance industry.
Brendan Walsh (CRD# 4330572) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry.
Barnaby Bullard (CRD# 2404722) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 30 years of experience in the finance industry.
John Heslin (CRD# 4801385) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 19 years of experience in the finance industry.
Edward McCarthy (CRD# 5497954) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 10 years of experience in the finance industry.