ATIP, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ATIP, Inc. provides personalized investment management and advisory services to individuals, trusts, estates, charitable organizations, small businesses and certain institutional clients, managing roughly $1.32 million across approximately five client relationships. Its brochure describes support for investment management, cash-flow and tax-related considerations, retirement and estate-related advice, and periodic written reports, delivered on a fee-only basis.
The firm operates on a non-discretionary basis, generally seeking client approval before executing trades while using a limited power of attorney to place approved transactions, and it documents client objectives in written investment policy statements. Investment implementations use a core-and-satellite approach with passively managed index funds and ETFs as the core and tactical satellite allocations guided by relative-strength and active risk-management techniques; reviews are performed annually or more frequently as conditions warrant.
ATIP is notable among peers for its very small client base and AUM, and for requiring clients to use Schwab Advisor Services to execute account transactions rather than merely recommending custodians. The brochure also highlights a distinctive mix of practices: it states it provides investment planning in some sections while also noting it does not offer standalone financial-planning or hourly planning agreements, it does not vote client proxies, and it does not accept commissions, soft dollars, or referral compensation.
Client services
Expertise
Fee options
1% of assets under management annually
Minimum fee: No minimum fee; fees are negotiable and may be waived or reduced Fee-only: Fee-only investment planning and management; no commissions accepted
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
American Financial Management · American Financial Management LLC · Atip, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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