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ATLAS CAPITAL ADVISORS INC.
38 Keyes Ave Suite 200
San Francisco, California 94129
Tel: 415-354-2400
About ATLAS CAPITAL ADVISORS INC.
ATLAS CAPITAL ADVISORS INC, formally registered with the SEC as ATLAS CAPITAL ADVISORS INC. The firm was established in 05/03/2006. They have over 1 offices throughout the country.
ATLAS CAPITAL ADVISORS INC. is a San Francisco, California based Financial Planning firm with nearly $908,991,000 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127036 |
| SEC# | 801-66544 |
| Assets Managed by Firm | $908,991,000 |
| No. of Clients | 472 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $908,991,000 |
| Individuals (other than high net worth individuals) | 47 | $8,422,000 |
| High net worth individuals | 123 | $841,854,000 |
| Pension and profit sharing plans | 1 | $4,134,000 |
| Charitable organizations | 8 | $53,667,000 |
| Corporations or other businesses | 2 | $914,000 |
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