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ATON Advisors, LLC

EST. AUM
$116,366,607

CONTACTS

CLIENT ACCOUNTS
280

Firm Details

Metro area Denver
CRD Number 154036
Website atonadvisors.com
Client types

Overview

ATON Advisors, LLC is a U.S.-based fee-only registered investment advisory (RIA) firm that provides personalized financial planning and investment management services to individuals, families, and institutional clients. Founded in 2010, the firm operates as an independent fiduciary, offering services such as portfolio management, retirement planning, tax and estate planning, and advisory solutions tailored to each client’s financial goals and risk profile. The firm manages client assets on a discretionary basis and emphasizes transparent, client-aligned advice without commissions or product-based incentives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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