ATLAS LIFESTYLE PLANNING GROUP LLC
Firm details
- Headquarters
- WESTMINSTER, Colorado
- CRD number
- 305278
- Website
- atlasfirms.com
- Custodians
- ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI66.9%
- Individuals33.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Atlas Lifestyle Planning Group LLC is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm bills itself as a capital allocator and provides a mix of financial planning and portfolio management services for individuals and small businesses, along with pension consulting and selection of other advisers. Its fee model includes asset‑based fees alongside hourly and fixed-fee engagements. Atlas identifies as an active ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1MICHAEL ABBATE
Managing MemberCRD 4091287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTMINSTER, CO
ADAMS
Location
WESTMINSTER, CO
Headquartered in WESTMINSTER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ADAMS
- Address
- 9191 Sheridan Blvd
- Time zone
- MT (UTC-7)
- Office locations
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