Atrium Financial Advisors LLC

Atrium Financial Advisors is a registered investment advisor founded in 2017 and based in Dunedin, Florida. The firm provides personalized investment management services to individuals, high-net-worth individuals, trusts, estates, pension plans, and corporations. Atrium Financial Advisors focuses on building portfolios tailored to each client's specific objectives, risk tolerance, and income needs, primarily utilizing fundamental analysis to select equities, mutual funds, exchange-traded funds, fixed-income instruments, and options contracts. Portfolios are managed on a discretionary basis, meaning Atrium Financial Advisors makes trades on the client's behalf without requiring prior consultation for each transaction. The firm uses Interactive Brokers as its qualified custodian for client assets. Atrium Financial Advisors is legally required to act in your best interest as a fiduciary.