Atw Partners LLC
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Overview
Atw Partners LLC is a financial advisory company located in New York, New York. Atw Partners LLC handles $449.8 million in assets over 25 client accounts, making it one of the bigger firms in the United States by assets under management (AUM). The firm has a small team, including 9 financial advisors. Atw Partners LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, equities and bonds.
Atw Partners LLC oversees eight of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions without requiring the customer's consent. It also administers 17 non-discretionary accounts with a total of $131.9 million in assets. The company manages an average of $18.0 million in assets for every customer account. The average financial advisor at Atw Partners LLC manages around three client accounts, making it one of the most individualized firms in the country.
The firm's headquarters is located at 17 State Street, New York, New York 10004. It is permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atw Partners LLC by the Numbers
$449.8 million
11
25
$18.0 million
Fee Structure
Financial management fees usually depend on which services are offered. However, fee types charged by Atw Partners LLC likely include any blend of the following fee types: asset-based, performance-based or other. Atw Partners LLC does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its 25 clients, Atw Partners LLC's biggest client by number of accounts is pooled investment vehicles. Around 16% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atw Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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