$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
1.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Full visibility includes strategy notes for pathway delta.
Premium access reveals conviction themes in quantum insight.
Request access to benchmark trends tied to delta ember.
Unlock to compare peer behavior around delta glacier.
Open the full profile to inspect shifts in matrix glacier.
See the complete signal summary connected to meridian.
Unlock to see real insight on matrix unison meridian.
Unlock to compare peer behavior around signal optima.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |