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Atticus Wealth Management

Atticus Wealth Management is an investment advisor in Atlanta with $286.22M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824726019
SEC advisor number
801-113424
FINRA CRD number
296949
AUM ?
$286.22M (as of 1 Jul 21)
Accounts
524 (as of 1 Jul 21)
Employees
6 (6 investment advisory or research)
Address
Atticus Wealth Management
1175 PEACHTREE STREET NE
10TH FLOOR
ATLANTA
GA 30361
Phone
4049071899

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 416 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$41.93M 97.72K 84.97K +15.0
$23.01M 421.13K 144.8K +190.8
$7.49M 52.94K 56.23K -5.9
$7.47M 37.82K 40.04K -5.5
$6.98M 26.54K 25.46K +4.2
$6.02M 40.3K 42.26K -4.6
$5.85M 111.5K 117.14K -4.8
$5.78M 384.34K 307.23K +25.1
$5.77M 73.89K 51.19K +44.3
$5.64M 25.79K 29.39K -12.3
$5M 27.89K 28.96K -3.7
$4.78M 16.95K 17.63K -3.9
$4.51M 35.45K 39.36K -9.9
$3.96M 11.07K 11.09K -0.2
$3.58M 40.96K 27.66K +48.1
$3.32M 16.53K 15.81K +4.6
$3.11M 30.13K 29.97K +0.5
$2.85M 866 966 -10.4
$2.67M 71.24K 84.68K -15.9
Vanguard Specialized Funds
$2.39M 15.57K 15.97K -2.5
$2.37M 7.23K 8.77K -17.6
$2.24M 34.59K 31.78K +8.8
$2.22M 110.47K 94.7K +16.7
$2.2M 822 883 -6.9
$2.12M 42.05K 58.88K -28.6
$2.11M 26.33K 32.47K -18.9
$1.87M 4.65K 4.66K -0.3
$1.75M 15.63K 16.37K -4.5
$1.69M 22.88K 23.13K -1.1
$1.57M 20.04K 20.06K -0.1
$1.39M 14.25K 17.78K -19.8
$1.32M 22.45K 22.45K 0
$1.32M 18.71K 16.53K +13.2
$1.28M 7.54K 8.39K -10.2
$1.22M 14.77K 12.25K +20.6
$1.15M 4.88K 4.94K -1.0
$1.1M 6.83K 7.06K -3.2
$1.08M 9.2K 9.4K -2.1
$955K 3.67K 4.48K -18.1
$944K 2.1K 2.07K +1.6
$892K 4.01K 4.39K -8.7
$806K 5.71K 4.93K +15.7
$800K 5.73K 5.62K +1.9
$776K 11.26K 12K -6.2
$771K 2.22K 2.43K -8.6
$755K 1.31K 1.63K -19.7
$753K 19.4K 86.02K -77.4
$679K 3.72K 3.72K +0.1
$660K 2.29K 2.11K +8.8
Vanguard Mun BD FDS
$619K 11.3K 10.8K +4.6
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings