Atomic Invest LLC

RIASEC RegisteredEst. 2021

Total AUM

$320M

Discretionary

$320M

100% of AUM

Avg account

$30.2K

Accounts

10,563

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 313255
Registered since: May 4, 2021
Website: www.atomicvest.com
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 manages portfolios for individuals, families and institutions, with a particular focus on portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. The firm signals an interest in environmental, social and governance factors—Atomic Invest is listed as an active ESG investor—and maintains a relationship with the broker-dealer channel. Ownership is described as a mix of a domestic entity and individual owners. Atomic does not present itself as a capital allocator or a pension consultant.