Investment adviser · CRD 169162

ATON FINANCIAL MANAGEMENT, LLC

Investment adviser filing (IA)

MIDDLETOWN, PA, United States · Form ADV filed Mar 27, 2014

Regulatory AUM
$103M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2014. View historical filings

Reported services

Business portfolio management

Compensation

Fixed

Principal office

1201 FULLING MILL ROAD
MIDDLETOWN, PA, 17057, United States

CRD 169162

Filing source

Form ADV 800657 · Mar 27, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.