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ATTINGER, LLC

CRD 311772File 801-119984
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$394.5M
Below cohort median (national)
Discretionary AUM
$391.4M
Non-discretionary $3.1M
Clients
7
8 accounts
Employees
4
Below cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Dec 16, 2020
Principal office
1325 N BEACH ST, UNIT 203, PHILADELPHIA, PA, 19125
Phone
215-600-1296

Assets & accounts

ADV Item 5F
Total regulatory AUM
$394.5M
Discretionary AUM
$391.4M
Non-discretionary AUM
$3.1M
Discretionary accounts
7
Non-discretionary accounts
1
Total accounts
8
AUM per client
$56.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$3.1M
Pooled investment vehicles7$391.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.