Amir Atabaki
Advisor at Hightower Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hightower Advisors
Location
San Ramon, CA 94583
Credentials
Series 65, Series 66
Industry experience
7 years
About
Amir Atabaki is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Frontier Investment Management Co and CMY Fiduciary Services. Prior to joining Hightower in 2020, he spent six years at Upside Options and seven years at Investor Capital Partners. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program, utilizing a mix of fundamental and quantitative analysis, multiple asset classes, and sub-advisory resources.
Client services
Based on Hightower Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Treasury management for corporate clients
Treasury management for corporate clients
Expertise
Based on Hightower Advisors
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Fee options
Flat fees may be charged for financial planning and other services as determined by the Advisor Practice.
Hightower Securities, an affiliate, receives commissions and fees related to pooled vehicles, mutual funds, insurance products, and alternative investments.
Hourly charges may be applied for financial planning and other services as determined by the Advisor Practice.
Fee-only: Fees are generally negotiable and may include hourly charges and flat fees for financial planning and other services.
Location
3160 Crow Canyon Road, Suite 290
San Ramon, CA 94583
Most active in
Amir A has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Hightower Advisors LLC
2020 - Present (6 years)
Frontier Investment Management Co
2020 - 2020 (1 year)
CMY Fiduciary Services
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Upside Options (formerly MCTO)
2012 - 2018 (6 years)
Investor Capital Partners
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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