Atrato Asset Management LLC

Atrato Asset Management LLC (CRD# 151620) is a financial advisory firm headquartered in Park City, UT. They manage $180,381,216 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $7,842,662
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, UT

Financial Advisors at Atrato Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Tallent
CRD#: 1265055
Park City, UT
93
Wealthminder
score

James Tallent (CRD# 1265055) is an Investment Advisor Representative working at Atrato Asset Management LLC in Park City, UT and has over 7 years of experience in the finance industry.

2
Valeriane M. Wilson
CRD#: 6319655
Park City, UT
88
Wealthminder
score

Valeriane Wilson (CRD# 6319655) is an Investment Advisor Representative working at Atrato Asset Management LLC in Park City, UT and has over 2 years of experience in the finance industry.

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