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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Frontier signalFoundation fusion +more
- Established Date
- 02-01-2017
- Office Locations
- 1
Office Locations
About Atrium Financial Advisors LLC
Atrium Financial Advisors LLC is a Tarpon Springs, FL advisory firm providing comprehensive financial planning and personalized investment management, including retirement/income, tax mitigation, and estate planning. Portfolios emphasize ETFs alongside core fixed income (including U.S. government/agency bonds). Clients can access secure online portals and how-to resources; reported custodian includes Interactive Brokers.
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Owner & Executives
ANGELO CHRIS ANGELOU
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4321314
- Ownership
- 75% or more
ELAINE ANGELOU
--
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,684,166 | -- |
| Total | $3,684,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,684,166
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,055,155,956 | 29.6% |
| U.S. Government/Agency | $648,778,324 | 18.2% |
| Cash | $1,115,756,129 | 31.3% |
| Derivatives | $745,025,659 | 20.9% |
| Total | $3,564,716,068 | 100.0% |