Assets Under Management

$229.9M

Number of Clients

234

Number of Advisors

6

Average Client AUM

$982K

AUM per Advisor

$38.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Atlatl Advisers provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, and independent investment managers, and may recommend individual securities, options, alternative investments, and privately placed securities. Services are tailored to individual client needs and objectives.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

6 Advisors at this firm