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Atip, INC

Atip, INC. CRD 136440

Atip, INC logo

CRD: 136440

Atip, INC

$1.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
01-01-2006
Office Locations
1

Office Locations

-- Huntington Beach CA

About Atip, INC

ATI Physical Therapy is a nationally recognized outpatient rehabilitation provider offering in-clinic, online, and hybrid physical therapy for joint and muscle issues. It emphasizes personalized, data-driven treatment plans and rapid access to care, with appointments often available within 24–48 hours across 850+ clinics nationwide. Many insurance plans are accepted, and some allow starting care without a doctor’s referral.

Team overview

-- AVG AGE
$1.3M AVG AUM / ADVISOR
$263.1K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

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Services

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Technology

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Owner & Executives

R

RANDY DEAN JACOBSON

Chief Executive Officer, Director

CRD
#2354325
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,315,565 --
Total $1,315,565 --

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Separately Managed Accounts

Total SMA Asset: Available

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Asset class Assets Assets %
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