Atrato Asset Management LLC

Atrato Asset Management LLC (CRD# 151620) is a financial advisory firm headquartered in , . They manage $82,956,198 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $6,381,246
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Atrato Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Tallent, financial advisor Pullman WA
James M. Tallent
CRD#: 1265055
Pullman, WA

James Tallent (CRD# 1265055) is an Investment Advisor Representative working at Atrato Asset Management LLC in Pullman, WA and has over 14 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals