ATLAS CAPITAL MANAGEMENT CORP

11130 Coldwater Road
Suite 104
Ft Wayne, Indiana 46845-1270
Tel: 260-637-2857

About ATLAS CAPITAL MANAGEMENT CORP

ATLAS CAPITAL MANAGEMENT CORP, formally registered with the SEC as ATLAS CAPITAL MANAGEMENT CORP. The firm was established in 08/19/1994. They have over 1 offices throughout the country.

ATLAS CAPITAL MANAGEMENT CORP is a Ft Wayne, Indiana based Financial Planning firm with nearly $460,863,224 assets under management, offering retirement planning & investment advisory services to 2720 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106107
SEC#	801-47277
Assets Managed by Firm	$460,863,224
No. of Clients	2720
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2720	$460,863,224
Individuals (other than high net worth individuals)	2720	$389,810,900
High net worth individuals	73	$71,052,324

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