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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
About Atrato Asset Management LLC
ATRATO Asset Management LLC is a Pullman, WA investment adviser serving retail clients, including entrepreneurs, with asset management and holistic planning across financial, estate and tax planning and insurance. Portfolios show meaningful ETF exposure alongside cash and U.S. government/agency bonds. The firm reports a fully non-discretionary advisory model and custody relationships with major platforms such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES MILTON TALLENT
Chief Compliance Officer, Manager
- CRD
- #1265055
- Ownership
- 75% or more
CAROLE CHRISTINE CAGE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Meridian north
Ridge quantum frontier
- CRD
- #49860
- Ownership
- 26.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $86,887,091 | $4,032,178 |
| Total | $86,887,091 | $4,032,178 |
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Separately Managed Accounts
Total SMA Asset: $86,887,091
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,481,947,800 | 27.6% |
| Equity - Exchange | $1,605,443,450 | 29.9% |
| Cash | $1,465,839,671 | 27.3% |
| U.S. Government/Agency | $816,145,165 | 15.2% |
| Total | $5,369,376,086 | 100.0% |