Atlas Lifestyle Planning Group LLC

RIASEC Registered

Total AUM

$12.1M

Discretionary

0% of AUM

Avg account

$171K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, 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: HNWI66.26%
Individuals33.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Atlas Lifestyle Planning Group LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and performs selection of other advisers. Its fee arrangements include asset-based fees, hourly charges, fixed fees and other fee structures. Atlas reports being an active ESG investor and identifies as a capital allocator, indicating it places client capital with third-party managers in addition to managing public investments directly.