Atwob - Investment Advisers
Legal name: Point B Planning, LLC
Investment Adviser headquartered in Katonah, New York · Invest
About Atwob
Atwob, legally Point B Planning, LLC, is an investment adviser headquartered in Katonah, New York. The firm is listed among the investment advisers in New York. Its registry data shows regulatory assets under management of $113.88 million and three employees. The firm describes itself as independent and run by its owners. Its services include wealth management, financial planning, investment management and tax services, which it says are coordinated with one another. Atwob states that it does not sell products or earn commissions, and that it is a fiduciary, bound by a legal duty to serve its clients' interests. The firm also appears in the directory of US investment advisers.
Key Facts
- Assets Under Management
- $113.88M
- Employees
- 3
- SEC File Number
- 801-118588
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