Jeffrey
Raupp
Ategenos Capital, LLC
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About this Advisor
Jeffrey Raupp is a financial advisor based in Berwyn, Pennsylvania, working with Ategenos Capital, LLC. Jeffrey has previously held positions at Ategenos Capital, LLC, Brinker Capital, and Orion Advisor Solutions. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jeffrey is part of Ategenos Capital, LLC, which operates out of Berwyn, Pennsylvania. The firm has 12 employees and manages assets totaling $130.6 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Ategenos Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ategenos Capital, LLC Brokerage Details
$130,643,681
12
2
$65,321,840
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Jeffrey Raupp Work History
Ategenos Capital, LLC
Orion Advisor Solutions
Brinker Capital
Disclosures
Please visit the SEC profile of Jeffrey Raupp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ategenos Capital, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
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