ATWOB

ATWOB of KATONAH, NY is an SEC-registered investment adviser (CRD 172961). Regulatory assets under management: $113.9M.

Registration

• CRD: 172961
• SEC file number: 801-118588
• Type: Registered investment adviser
• Location: 23 PARKWAY, KATONAH, NY, 10536
• Phone: (914) 302-3233
• Latest filing: 2026-03-30
• Regulatory AUM: $113.9M
• Discretionary AUM: $90.3M
• Non-discretionary AUM: $23.6M
• Clients: 3
• Accounts: 275

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172961 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search