| Name | Title | Ownership | Since |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. Control | Sole Shareholder - Direct Owner | Over 75% | 2022 |
| Carrie Ellen Hansen Control | Evp & Chief Operating Officer | Under 5% | 2025 |
| Daniel Brendan Mulvey Control | Chief Compliance Officer | Under 5% | 2024 |
Atria Investments, Inc. reports $10.4 billion in regulatory assets under management on its Form ADV.
Atria Investments, Inc. reports 60 employees.
Atria Investments, Inc. is based in Charlotte, NC and has been SEC-registered since 2007.
Atria Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2825 South Blvd, Suite 500, Charlotte, NC 28209 |
| Phone | 888-295-8351 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1113802 |
| Discloses disciplinary history | No |
| Discretionary | $10.43B |
| Non-discretionary | $0 |
| Total (RAUM) | $10.43B |