Atlas Private Wealth Management is an investment advisor in Albany with $1.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260806050
SEC advisor number
801-68444
FINRA CRD number
145331
AUM ?
$1.26 bn
(as of 25 Mar 24)
Accounts
3,633
(as of 25 Mar 24)
Employees
22
(12 investment advisory or research)
Address
Atlas Private Wealth Management
3 ATRIUM DRIVE, SUITE 265
ALBANY
NY 12205
3 ATRIUM DRIVE, SUITE 265
ALBANY
NY 12205
Phone
8004327447
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22