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ATFS ADVISERS
12121 W Olympic Blvd
#2067
Los Angeles, California 90064
Tel: 805-557-8713
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 Status | Approved |
|---|---|
| Firm CRD# | 324191 |
| SEC# | 801-128722 |
| Assets Managed by Firm | $13,408 |
| No. of Clients | 18 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18 | $13,408 |
| Individuals (other than high net worth individuals) | 18 | $13,408 |
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