ATEGENOS CAPITAL, LLC - Financial Advisor in Pennsylvania, Berwyn

Tel: 1-800-461-3205 1000 Chesterbrook Boulevard Suite 102 Berwyn, Pennsylvania 19312

About ATEGENOS CAPITAL, LLC

ATEGENOS CAPITAL, LLC is a Berwyn, Pennsylvania based financial advisory firm with nearly $130,643,681 in assets under management and provides investment advisory services for 2 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

326708

Firm SEC#:

801-128024

Assets Under Management:

$130,643,681

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees

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