How does ATINC, LLC Help Clients – Key Takeaways:
ATINC, LLC is known for providing comprehensive and personalized financial services to their clients. With a team of experienced and knowledgeable advisors, ATINC, LLC offers a wide range of financial solutions that cater to the unique needs and goals of each client.
Facts and Insights
ATINC, LLC was founded in 2005 and has been providing top-notch financial advice and services ever since. They have amassed a total of $500 million in assets under management, making them a trusted and reputable firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Since 2005 |
Financial Services Offered
ATINC, LLC offers a variety of financial services to assist their clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
ATINC, LLC caters to a diverse clientele, including:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
- Young professionals
Fees & Compensation
ATINC, LLC operates on a fee-only model, which means their clients pay a set fee for the services provided, rather than receiving commission-based advice. This ensures that their advisors have their clients’ best interests in mind and there are no conflicts of interest.
The fees charged by ATINC, LLC are based on a percentage of assets under management and may vary depending on the complexity of the client’s financial situation.
Background
ATINC, LLC is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). This means that they uphold strict fiduciary duties and must act in their clients’ best interests at all times.
The team at ATINC, LLC consists of highly qualified financial advisors with various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any past or current legal or disciplinary actions. ATINC, LLC has a clean record, with no reported disclosures on their Form ADV, which is publicly available on the SEC’s website.