$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex vector
- Established Date
- 01-29-2025
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Atorie Advisors, LLC
Atorie Advisors, LLC is a LOS Angeles-based RIA. The firm has been operating for 1 years. Managing $22.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus momentum North Unison insight
Client Personas
Horizon unison Radial peak
Custodian
Fusion Alpha zenith Foundation
Investment Themes
Delta summit Eagle Summit Beacon
Investment Vehicles
Beacon foundation
Services
Vertex Glacier wave Fusion summit Frontier beacon Optima Horizon Timber
Technology
Glacier peak
Owner & Executives
E
Esteban Di Masi
Chief Compliance Officer
- CRD
- #7962627
- Ownership
- Less than 5%
(247) 248-5080
vector.bridge@momentumcapital.com
in linkedin.com/in/summit-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,089,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,089,254 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,089,254
Public Funds:
45.2% Equity - Exchange:
19.2% U.S. Government/Agency:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $598,704,054 | 45.2% |
| Equity - Exchange | $254,316,766 | 19.2% |
| U.S. Government/Agency | $471,545,671 | 35.6% |
| Total | $1,324,566,491 | 100.0% |