Atherton Lane Advisers LLC® works exclusively with individuals, families, retirement plans and select endowments and foundations. We are very fortunate to have a wide range of extremely interesting clients. Our clients live and travel globally. We have clients throughout the U.S. Nevertheless, as a California-based firm, most of our clients live in the Western states, and more reside in California than in any other state.
Will Atherton Lane Advisers, LLC® act as a broker?
No, we are neither a broker nor a custodian. We are purely an independent investment adviser and receive one hundred percent of our revenue from client investment management fees.
Does your firm have a minimum asset level that it requires for clients?
Atherton Lane believes that the long-term objectives of our clients are more important than their initial assets under management. While our firm manages in excess of $3 million for the typical client family, it is the individual and unique situation of each prospective client that determines whether we are a good fit for each other.