James Tallent
Advisor at Atrato Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Atrato Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pullman, WA
Credentials
Series 66
Industry experience
16 years
James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 16 years of industry experience. He has led Atrato Asset Management since its founding in 2009. Atrato Asset Management LLC provides discretionary and non-discretionary investment advisory and family office services primarily to wealthy family groups and high-net-worth individuals. The firm focuses on portfolio construction, asset allocation, manager selection, and ongoing oversight, typically operating on a non-discretionary basis and utilizing fundamental and cyclical analysis alongside third-party managers and private funds.
Based on Atrato Asset Management LLC
Based on Atrato Asset Management LLC
$0 - $10,000,000: Up to 1.00% annually $10,000,000+: Negotiable
20% of realized or unrealized investment gains for eligible LLC Clients only (Qualified Clients with at least $1,100,000 under management or $2,200,000 net worth); performance fee subject to high-water mark; not charged to other Clients
Account minimum: $1,000,000 Minimum fee: Annual retainer fee minimum prepayment of $2,500 per quarter ($10,000 annually) billed quarterly in advance Fee-only: Annual retainer fee negotiable, minimum $2,500 per quarter; asset-based fees as noted above; no commissions
Pullman, WA
Washington
Atrato Asset Management LLC
2009 - Present (17 years)
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