ATWOB

Tel: (914) 302-3233

23 Parkway
2nd Floor
Katonah, New York 10536

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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

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

Firm CRD#:

172961

SEC#:

801-118588

No. of Clients:

225

Assets under Management

$73,658,409

No. of Advisors:

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ATWOB

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ATWOB

General Information

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