ATLAS CAPITAL MANAGEMENT
Firm details
- Headquarters
- THOUSAND OAKS, California
- CRD number
- 110018
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Capital Management operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individuals and families, and it employs a fee structure based on a percentage of assets under management (AUM). While the firm does not actively engage in ESG investing, it has established itself in the financial advisory landscape through its dedicated approach to managing client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Owners & executives
1 of 1TRACY TOWNER
Chief Executive OfficerCRD 2820744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THOUSAND OAKS, CA
VENTURA
Location
THOUSAND OAKS, CA
Headquartered in THOUSAND OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2625 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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