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ATEGENOS CAPITAL, LLC

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

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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

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

Firm CRD#:

326708

SEC#:

801-128024

No. of Clients:

2

Assets under Management

$130,643,681

No. of Advisors:

16

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