Ati Investment Consulting Inc. (Stony Brook)

Name: Ati Investment Consulting Inc.
Address: 8 North Road, Stony Brook, NY, 11790
Telephone: (631) 675-1420

Ati Investment Consulting Inc. is a mid-sized advisory firm based in Stony Brook. It manages $43.92 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Ati Investment Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ati Investment Consulting: assets under management

The assets under management (AUM) of Ati Investment Consulting Inc. is $43.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ati Investment Consulting Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ati Investment Consulting Inc.

Anthony Thomas Isola has been acting as President since 1 Dec 2002. Dinamarie Rose Isola joined the executive team most recently as the Cco/Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Thomas Isola	President	1 Dec 2002	50% - 75%	5046932
Dinamarie Rose Isola	Cco/coo	1 Sep 2006	50% - 75%	1706064

Based in Stony Brook

The principal office where Ati Investment Consulting Inc. performs its advisory services is located at 8 North Road, Stony Brook, NY 11790, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (631) 675-1420 or by fax (631) 410-8910. The normal business hours are by appointment only on Other. You can find more information about the New York firm at atiinvestment.com.