PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Michael Kim

Chief Executive Officer/DirectorAtria Investments, Inc.CRD 3095923

About Michael Kim

Michael Kim is listed as Chief Executive Officer/Director at Atria Investments, Inc. in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%. Michael Kim is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Atria Investments, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Kim work?

Michael Kim is listed as Chief Executive Officer/Director at Atria Investments, Inc. on SEC Form ADV.

How much of Atria Investments, Inc. does Michael Kim own?

Form ADV reports a beneficial ownership band of Under 5%.

Atria Investments, Inc.

TitleChief Executive Officer/Director
OwnershipUnder 5%
Control personYes
Since2025

Assetmark, Inc.

TitleChief Executive Officer, President, Chief Client Officer & Director
OwnershipUnder 5%
Control personYes
Since2023