Assets Under Management
$62.9M
Number of Clients
218
Number of Advisors
24
Average Client AUM
$289K
AUM per Advisor
$2.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
AtCap Partners LLC provides investment management on a discretionary and non-discretionary basis, wrap fee programs, and financial planning services. They tailor services to client needs and objectives, using managed accounts, sub-advisors, or proprietary strategies. They also offer third-party asset management through Envestnet.
1445 Research Boulevard, #530, Rockville, MD, 20850