Atlas

RIASEC RegisteredEst. 2023

Total AUM

$154M

Discretionary

$40.3M

26% of AUM

Avg account

$3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 324191
Registered since: September 28, 2023
Website: www.atlasfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI88.56%
Individuals10.28%
Pooled Investment Vehicles1.12%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Atlas is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. Ownership is a mix of domestic entities and individuals. The firm serves both individual and family clients as well as institutional investors and offers fee arrangements that include asset-based fees, fixed fees, and performance-linked structures. Atlas provides financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The firm is not designated as an active ESG investor and is not listed as a multi-state adviser in its filing.