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Steven Petrie

ATLAS PRIVATE WEALTH MANAGEMENT, LLC·NORTH ADAMS, Massachusetts
Unclaimed Profile
26 UNION STREET, NORTH ADAMS, MA 01247-3520CRD# 6632135Firm CRD# 145331
01

About

Steven Petrie is a registered financial advisor based in NORTH ADAMS, Massachusetts, affiliated with ATLAS PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6632135
Firm CRD# 145331
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Petrie offer?
Steven Petrie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH ADAMS, Massachusetts for a consultation.
What are Steven Petrie's credentials?
Steven Petrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Petrie located?
Steven Petrie is based in NORTH ADAMS, Massachusetts, working with ATLAS PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH ADAMS metropolitan area and surrounding communities.
How does Steven Petrie charge for services?
Steven Petrie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS PRIVATE WEALTH MANAGEMENT, LLC?
ATLAS PRIVATE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH ADAMS
Lisa Hoessle — ATLAS PRIVATE WEALTH MANAGEMENT, LLCDonald W Carman — ATLAS PRIVATE WEALTH MANAGEMENT, LLCMichael J Hickey — ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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