The Atrium Financial Group

Financial Services • Shakers, New York, United States • 11-20 Employees

Company overview

Headquarters	1 Northwestern Blvd, Albany, NEW YORK 12211, US
Phone number	+13303193
Websites	nm.com theatriumfinancialgroup.nm.com
NAICS	52
Keywords	Risk Management, Charitable Planning, Wealth Management, Financial Planning, Business Planning & Succession, Education Funding, Estate Planning & Trust Services, Investment Planning & Strategies, Tax-Efficient Strategies, Multigenerational Planning, Retirement Planning & Income Strategies
Founded	1982
Employees	11-20
Socials

Key Contacts at The Atrium Financial Group

William Newman

Founder & Private Wealth Advisor

Peter Vadney

Director Of Financial Planning

Amanda Zitwer

Director Of Marketing

Rebecka Kelley

Director Of Investment Operations And Services

Sara Kinkaid

Director Of Insurance Operations

The Atrium Financial Group Email Formats

The Atrium Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 95% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	95%
{first initial}{second initial}.{last name}	jo.doe@nm.com	5%

About The Atrium Financial Group

The Atrium Financial Group is a founding member of Northwestern Mutual’s newly formed Private Client Group, a specialized group of expert advisory teams who provide elevated private wealth management expertise for clients with significant means. The Atrium Financial Group works with families and small business owners who share their values of family, commitment to excellence, mutual respect, integrity, and personal and professional growth. The team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies. Their comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance. The group’s coaching and stewardship inspire their clients and community to realize their full potential. The Atrium Financial Group team is also proud to offer financial planning by and for women. The practice includes women who have earned the Certified Financial Planner professional designation, providing expert guidance and innovative solutions tailored to the specific goals and aspirations of women. The team, led by Founder William Newman, and Partners Michael Mennella & Jeremiah Mackey, represents a combined 70 years of experience, and their footprint spans from Manhattan, to Long Island, to the Albany and Adirondack areas. theatriumfinancialgroup.nm.com/disclosure https://www.northwesternmutual.com/social-media-guidelines

The Atrium Financial Group revenue & valuation

Annual revenue	$1,625,545
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

The Atrium Financial Group has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

The Atrium Financial Group has never raised funding before.

Frequently asked questions

The Atrium Financial Group is located in Shakers, New York, US.

You can reach The Atrium Financial Group at +13303193.

The Atrium Financial Group was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

The Atrium Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.