Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.
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Industrie
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Finanzdienstleistungen
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Größe des Unternehmens
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201-500 Mitarbeiter
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Hauptsitz
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New York , New York
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Typ
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In Privatbesitz
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Gegründet
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2017
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Spezialitäten
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Independent Broker/Dealer, Independent Advisors, Financial Services, Financial Planning, Wealth Management Firm Growth Consultants, Holistic Integrated Wealth Management Solutions , Practice Management Resources , Financial Advisor Support , Investment Advisory , Corporate RIA, Investment Programs for Banks and Credit Unions , Innovative Technology Services, Responsive and Agile Operating Model , Comprehensive Suite of Products and Solutions, Seasoned Practice Management Resources, Direct Access to Senior Management, and Premium Service and Support
