Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for The Atrium Financial Group
- ·The full record, as it builds
Funding rounds
No funding rounds for The Atrium Financial Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Atrium Financial Group
Operator of financial planning and investment services in Albany, NY. The Atrium Financial Group is a member of the Northwestern Mutual Private Client Group and has multiple locations. The agency offers personalized planning strategies and has a team of financial security professionals to assist clients.
- Sector
- Financial Services
- HQ
- Albany, NY, United States
- Employees
- 20
- Ownership
- Privately Held (no backing)
The Atrium Financial Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Atrium Financial Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Atrium Financial Group in its N-PORT filings yet. We sweep new filings monthly.