ATLAS LEGACY ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$715M
Discretionary
$629M
88% of AUM
Avg account
$1M
Accounts
701
Employees
5
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
329888
Registered since
February 29, 2024
Website
atlaslegacy.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.73%
  • Pension & Profit Sharing Plans3.73%
  • Corporations / Businesses2.33%
  • Charitable Organizations2.03%
  • Individuals1.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Atlas Legacy Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements. Stated advisory capabilities cover financial planning, portfolio management for individuals and for businesses/institutions, pension consulting, and selection of other advisers. The firm does not report active ESG investing and indicates it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 25%, State & Local Bonds 4%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities25%
  • State & Local Bonds4%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%

Contacts

3 of 4

  • BRYAN MOLINAR

    Partner, Wealth AdvisorCRD 6551259

  • MARC ROSENBACH

    Founder & Managing PartnerCRD 1693996

  • SUSAN MAXEY

    Director of OperationsCRD 5019872

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 116

Active vs passive

$508M in ETFs

Passive

89%

$450M

Active

9%

$58.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US TECHNOLOGY ETF (IYW)BlackRockPassiveTechnology$43.3M238,1258.52%
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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1999 Avenue of the Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth