ATOMIC INVEST LLC

RIASEC RegisteredEst. 2021
Total AUM
$320M
Discretionary
$320M
100% of AUM
Avg account
$30.2K
Accounts
10,563
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
313255
Registered since
May 4, 2021
Custodians
PERSHING LLC, ATOMIC BROKERAGE LLC
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations64.22%
  • Corporations / Businesses28.33%
  • Individuals7.45%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Atomic Invest LLC is a privately held investment adviser, organized as an LLC and registered with the SEC in 2021. The firm charges fees as a percentage of assets under management and focuses its advisory practice on portfolio management for individuals and small businesses. Its stated client base includes both individual and family clients as well as institutional investors. Atomic Invest identifies as an active ESG investor and maintains a broker‑dealer affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 37%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 28%, Exchange Traded Equities 4%37%
  • US Government Bonds37%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities4%

Owners & executives

2 of 2
  • CATHERINE MAKSTENIEKS

    Global Chief Compliance OfficerCRD 3232548

  • David Dindi

    Chief Executive OfficerCRD 7359292

Contacts

1 of 1
  • Le Liu

    EmployeeCRD 7936994

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
107 Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth