Atria Investments is an investment advisor in Charlotte with $9.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208800607
SEC advisor number
801-67829
FINRA CRD number
143593
AUM ?
$9.54 bn
(as of 5 Apr 22)
Accounts
30,687
(as of 5 Apr 22)
Employees
32
(10 investment advisory or research)
Address
Atria Investments
5925 CARNEGIE BLVD
SUITE 500
CHARLOTTE
NC 28209
5925 CARNEGIE BLVD
SUITE 500
CHARLOTTE
NC 28209
Office hours
Monday - Friday, 8AM - 5PM EST
Phone
704-716-3725
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ayers, Barrett, Walter | President | 11/2018 | < 5% |
Vestmark, Incorporated | Owner | 11/2018 | > 75% |
Blundin, David, Bransford | Chairman | 05/2001 | > 75% |
Adamczyk, Denise, Marie | Chief Compliance Officer | 06/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21