Atherton Consulting Inc. (Reston)

Name: Atherton Consulting Inc.
Address: 11107 Sunset Hills Road, Reston, VA, 20190
Telephone: 703-476-3521

Atherton Consulting Inc. is a large advisory firm based in Reston. It manages $250.43 million of regulatory assets for 707 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of District of Columbia, Maryland, Texas, and Virginia.

Atherton Consulting provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Atherton Consulting: assets under management

The assets under management (AUM) of Atherton Consulting Inc. is $250.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 328% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $250.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $354.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atherton Consulting Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Atherton Consulting Inc.

Samuel Mark Atherton has been acting as President since 1 Oct 2004. Kevin Bruce Loser joined the executive team most recently as the Chief Compliance Officer/Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Mark Atherton	President	1 Oct 2004	75% - 100%	4706300
Mark George Atherton	President and chief compliance officer	1 Oct 2004	75% - 100%	1314651
Joel David Ticknor	Chairman	1 Oct 2004	Other	1736169
Dorothy Connor Atherton	Officer	1 Jan 2007	25% - 50%	5295294
Kevin Bruce Loser	Chief compliance officer/chief operating officer	1 Jan 2014	Other	5504673

Based in Reston

The principal office where Atherton Consulting Inc. performs its advisory services is located at 11107 Sunset Hills Road, Reston, VA 20190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-476-3521 or by fax 703-991-9191. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at ticknoratherton.com.