ATLAS FINANCIAL LLC

RIASEC 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
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 registered investment adviser organized as a limited liability company and run by an individual owner. The firm services both individual and family clients as well as institutional relationships, and its advisory palette includes financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. Fee arrangements are flexible: Atlas Financial charges a percentage of AUM and also uses hourly and fixed-fee engagements. Investment activity is equity-oriented: the firm shows a clear preference for exchange-traded equities as its primary asset sleeve. Portfolios are managed on both discretionary and non-discretionary bases, with the bulk of assets handled under discretionary authority. Atlas Financial is not identified as an active ESG investor, and it does not present itself as a capital allocator or a multi-state adviser.