Atlas Financial LLC

RIAState Registered

Total AUM

$43.5M

Discretionary

$39.3M

90% of AUM

Avg account

$105K

Accounts

413

Employees

Advisory reps

Firm details

Headquarters: Oroville, California
CRD number: 334246
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.43%
HNWI29.25%
Pension & Profit Sharing Plans9.69%
Charitable Organizations0.53%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atlas Financial LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Its billing combines percentage-of-assets-under-management fees with hourly and fixed-fee engagements. Atlas describes itself as not acting as a capital allocator; instead it relies on third-party managers and public market vehicles where appropriate.