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ATLAS PRIVATE WEALTH ADVISORS
14 Cliffwood Avenue
Matawan, New Jersey 07747
Tel: (888) 996-2666
About ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS, formally registered with the SEC as ATLAS PRIVATE WEALTH ADVISORS. The firm was established in 06/13/2016. They have over 8 offices throughout the country.
ATLAS PRIVATE WEALTH ADVISORS is a Matawan, New Jersey based Financial Planning firm with nearly $557,680,331 assets under management, offering retirement planning & investment advisory services to 2167 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283744 |
| SEC# | 801-107919 |
| Assets Managed by Firm | $557,680,331 |
| No. of Clients | 2167 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2167 | $557,680,331 |
| Individuals (other than high net worth individuals) | 1081 | $192,558,823 |
| High net worth individuals | 206 | $355,798,620 |
| Pension and profit sharing plans | 13 | $9,322,888 |
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