Atlas Investment Advisory LLC
Firm details
- Headquarters
- Canton, Georgia
- CRD number
- 284935
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.18%
- Individuals32.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atlas Investment Advisory LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its service mix includes fee models based on a percentage of assets under management, hourly billing, and fixed fees. Atlas also acts as an insurance broker, which it integrates with its advisory work. The firm does not identify as an active ESG investor and is not listed as a multistate adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Robert Frank
PractitionerCRD 4519643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canton, GA
Cherokee
Location
Canton, GA
Headquartered in Canton, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cherokee
- Address
- 310 Paper Trail Way
- Time zone
- ET (UTC-5)
- Office locations
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