ATLAS FINANCIAL ADVISORS, INC.

2126 5th Avenue
Oroville, California 95965
Tel: 530 589 2515

About ATLAS FINANCIAL ADVISORS, INC.

ATLAS FINANCIAL ADVISORS, INC, formally registered with the SEC as ATLAS FINANCIAL ADVISORS, INC. The firm was established in 04/23/2021. They have over 6 offices throughout the country.

ATLAS FINANCIAL ADVISORS, INC. is a Oroville, California based Financial Planning firm with nearly $106,020,239 assets under management, offering retirement planning & investment advisory services to 936 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160276
SEC#	801-120944
Assets Managed by Firm	$106,020,239
No. of Clients	936
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	936	$106,020,239
Individuals (other than high net worth individuals)	692	$89,068,994
High net worth individuals	4	$9,711,243
Pension and profit sharing plans	8	$6,298,082
Charitable organizations	1	$190,158
Corporations or other businesses	7	$751,762

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