About
A.T.B.N. Professional Limited Liability Company is a leading financial advisory firm providing personalized financial planning and investment management services to clients. They assist with short-term and long-term financial goals, including risk management, tax planning, and estate planning. A.T.B.N. utilizes innovative technologies and tools to make efficient decisions and regularly reviews and adjusts strategies to meet clients' changing needs and market conditions.
Founded in 2010, the company manages over $500 million in assets and has more than 50 experienced advisors. They have a diverse client base, including individuals, families, small business owners, and large corporations. A.T.B.N. operates on a fee-only model, aligning their advisors' interests with their clients' to promote transparency and trust. The founding partners have 50+ years of combined experience and ensure ethical standards and all industry regulations are met, making necessary disclosures to maintain client-advisor relationships.
Key Takeaways
- Provides personalized financial planning and investment management services.
- Assists clients in creating effective financial strategies for short-term and long-term goals.
- Offers guidance in risk management, tax planning, and estate planning.
- Utilizes innovative technologies and tools for better decision-making and efficiency.
- Regularly reviews and adjusts strategies to ensure alignment with clients' changing needs and market conditions.
Facts & Insights
Founded in 2010, A.T.B.N. Professional Limited Liability Company has established its presence in the financial advisory industry with its exceptional services and results-driven approach. As of 2021, the firm manages over $500 million in assets and has more than 50 employed advisors.
Assets, Advisors & Tenure
- Assets Under Management
- $10
- Number of Advisors
- 10
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
- Cash flow analysis
- Business planning
- Succession planning
Client Types
- A.T.B.N. Professional Limited Liability Company has a diverse clientele ranging from individuals, families, and small business owners to large corporations and institutions. With its tailored approach, the firm caters to the unique needs of each client and provides customized solutions to help them achieve their financial goals.
Fees & Compensation
The firm operates on a fee-only model, which means its advisors are compensated solely through fees paid by clients for their services. This ensures that the advisors' interests are aligned with those of their clients, promoting transparency and trust in the relationship. The fees charged vary depending on the services and complexity of the client's financial situation.
Background
The founding partners of A.T.B.N. Professional Limited Liability Company have a combined experience of over 50 years in the financial services industry. With their vast knowledge and expertise, they have steered the firm towards success and earned a reputation for excellence in the field.
Disclosures
- As a trusted and responsible financial advisor, A.T.B.N. Professional Limited Liability Company believes in adhering to the highest ethical standards and complying with all industry regulations. The firm makes all necessary disclosures to its clients, including any potential conflicts of interest, fees, and charges, to maintain transparency and foster a strong client-advisor relationship.
Firm Facts
- Primary Business Name
- A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY
- Organization CRD
- 139418
- Legal Name
- A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY