J
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About J D Atkinson
JD Atkinson is an accounting and tax practice serving small-to-mid-sized businesses and individuals. Services include bookkeeping/management support, tax preparation for individuals and business entities, and business consulting. Clients can work virtually or locally, with documents exchanged through a secure portal backed by 40 years of secure network experience.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$700.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus Legacy quantum
Client Personas
Crest
Investment Themes
Meridian Prime peak
Investment Vehicles
Horizon catalyst
Services
Legacy capital Catalyst North Signal Quantum summit Optima focus Horizon vector
Owner & Executives
J
James Dudley Atkinson IV
Owner
- CRD
- #7909414
- Ownership
- 75% or more
(898) 842-7459
signal.eagle@radialcapital.com
in linkedin.com/in/atlas-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,100,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,239,012,340 | 100.0% |
| Total | $7,239,012,340 | 100.0% |