Atherean Asset Management LLC

RIAState Registered

Total AUM

$8.9M

Discretionary

$5.4M

61% of AUM

Avg account

$194K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Jersey City, New Jersey
CRD number: 170857
Website: atherean.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans38.63%
HNWI32.54%
Individuals18.62%
Pooled Investment Vehicles10.13%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atherean Asset Management LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its compensation model includes asset-based fees, fixed fees, and performance-based fees. Atherean is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser. The firm has industry roles and affiliations that include acting as a sponsor, general partner, or managing member of pooled investment vehicles and relationships with CPO/CTA and accounting professionals. Atherean was recognized on FA Magazine’s Top RIA Firms list in 2020.