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ATFS ADVISERS

12121 W Olympic Blvd
#2067
Los Angeles, California 90064
Tel: 805-557-8713

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About ATFS ADVISERS

ATFS ADVISERS, formally registered with the SEC as ATFS ADVISERS. The firm was established in 09/28/2023. They have over 1 offices throughout the country.

ATFS ADVISERS is a Los Angeles, California based Financial Planning firm with nearly $13,408 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#324191
SEC#801-128722
Assets Managed by Firm$13,408
No. of Clients18
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total18$13,408
Individuals (other than high net worth individuals)18$13,408

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