ATLAS FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$46.9M

Discretionary

$46.9M

100% of AUM

Avg account

$123K

Accounts

380

Employees

Advisory reps

Firm details

Headquarters: OROVILLE, California
CRD number: 160276
Registered since: April 23, 2021
Website: www.atlasfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: Individuals60.34%
HNWI39.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atlas Financial Advisors, Inc. is an independent registered investment adviser that focuses on fee-based wealth management for individuals and families, with services extending to small businesses and institutions. The firm combines financial planning with portfolio management, pension consulting and educational programming, and publishes periodic investment content for clients. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly billing and subscription-based engagements. Investment activity centers on equity exposure implemented primarily through exchange-traded products. The firm is not an ESG-focused allocator and reports market-timing and seminar services as part of its client offering. Atlas distributes exposure across model-like allocations that rely heavily on ETFs while maintaining a modest direct-stock sleeve.