The ATKINS AND ASSOCIATES LLC is a privately held investment adviser that advises $182.86mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ATKINS AND ASSOCIATES LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 51.22% over the last 5-years.
The Group has been registered with the SEC for 14.02 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 117 W. MAIN ST., CARY, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 11 employees comprised of 7 investment and 4 non-investment staff. The total number of Employees increased by 1,000% over the last 5-years.
Their $182.86mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 8 other accounts. Assets of Individuals clients own $99.66mn or 54.5% of Total Assets and High Net Worth Individuals own $71.13mn or 38.9% of Total Assets.
The Group's top investment strategies include Currencies, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ATKINS AND ASSOCIATES LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.