Fathom Advisors

EST. AUM
$0

CONTACTS
8

CLIENT ACCOUNTS
0

Firm Details

Metro area Minneapolis
CRD Number 343731
Website fathom-advisors.com
Client types

Overview

Fathom Advisors LLC is an SEC-registered investment advisory firm based in Minneapolis, Minnesota. The firm provides personalized financial planning alongside discretionary and non-discretionary portfolio management services to individuals, high-net-worth individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. Its general investment approach utilizes customized asset allocation strategies across public equities, fixed income, mutual funds, ETFs, and select alternative investments to achieve long-term client goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Fathom Advisors

Platform Details

Investment Preferences

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Address

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