ATWOB
Tel: (914) 302-3233 23 Parkway 2nd Floor Katonah, New York 10536
About ATWOB
ATWOB is a Katonah, New York based financial advisory firm with nearly $73,658,409 in assets under management and provides investment advisory services for 225 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
172961
Firm SEC#:
801-118588
Assets Under Management:
$73,658,409
No. of Clients:
225
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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