Atlas

RIASEC RegisteredEst. 2023

Total AUM

$154M

Discretionary

$40.3M

26% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 324191
Registered since: September 28, 2023
Website: www.atlasfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI88.56%
Individuals10.28%
Pooled Investment Vehicles1.12%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas operates as a limited liability company and an independent registered investment adviser that registered with the SEC in 2023. The firm serves both individual/family and institutional clients and provides financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Atlas also acts as a sponsor, general partner, or managing member of pooled vehicles it advises. Its fee arrangements include asset‑based fees, fixed fees, and performance‑based fees. The firm does not identify as an active ESG investor.