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).
Total Assets Under Management180MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$7,842,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
James Tallent (CRD# 1265055) is an Investment Advisor Representative working at Atrato Asset Management LLC in Park City, UT and has over 8 years of experience in the finance industry.
Valeriane Wilson (CRD# 6319655) is an Investment Advisor Representative working at Atrato Asset Management LLC in Park City, UT and has over 3 years of experience in the finance industry.