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ATLAS HOLDINGS LLC

100 Northfield Street
Greenwich, Connecticut 06830
Tel: 203-622-9138

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About ATLAS HOLDINGS LLC

ATLAS HOLDINGS LLC, formally registered with the SEC as ATLAS HOLDINGS LLC. The firm was established in 02/28/2012. They have over 2 offices throughout the country.

ATLAS HOLDINGS LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $8,533,620,892 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 63 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160610
SEC#801-73745
Assets Managed by Firm$8,533,620,892
No. of Clients16
No. of Advisors63

Fee Structure

  • A percentage of AUM
  • Other (TRANSACTION FEES & MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total16$8,533,620,892

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