A
CRD: 316499
Attainment Asset Management LLC
Clayton, GA
7067826716
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
4 yrs Firm Age
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- Custodian
- Ameritas · Charles Schwab & Company · Oppenheimer
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-22-2021
- Office Locations
- 1
Office Locations
-- Clayton GA
About Attainment Asset Management LLC
Attainment Asset Management LLC is a Clayton-based RIA. The firm has been operating for 4 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Ameritas and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$468.5K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Legacy capital Prime
Client Personas
Beacon
Investment Themes
Frontier Ridge quantum Legacy north
Investment Vehicles
Atlas
Services
Element Pathway Frontier Pathway horizon Radial prime Frontier
Owner & Executives
H
HAROLD RUCKER VINCENT
Chief Compliance Officer, Managing Member
- CRD
- #1739370
- Ownership
- 75% or more
(851) 658-7070
peak.ember@wavecapital.com
in linkedin.com/in/unison-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,054,327 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,054,327 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,054,327
Equity - Exchange:
35.7% Cash:
12.1% Public Funds:
52.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,534,470,581 | 35.7% |
| Cash | $859,022,242 | 12.1% |
| Public Funds | $3,705,864,546 | 52.2% |
| Total | $7,099,357,369 | 100.0% |