ATWOB is a reputable investment advisory firm located in Katonah, NY. With its sole office in the area, ATWOB provides expert investment advisory services to its valued clients. The firm boasts a dedicated team of three employees who are committed to delivering exceptional financial guidance and support. Each investment advisor at ATWOB manages an impressive average of $19,390,000 in assets under management, showcasing their expertise in handling substantial portfolios. ATWOB's compensation structure is designed to cater to a wide range of client needs. They offer various options, including a percentage of assets under management...
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Assets Under Mgmt

$58.18M

Investment Professionals

3

Locations

0

% 401K & Individual

53%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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