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ATLAS HOLDINGS LLC
100 Northfield Street
Greenwich, Connecticut 06830
Tel: 203-622-9138
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 Status | Approved |
|---|---|
| Firm CRD# | 160610 |
| SEC# | 801-73745 |
| Assets Managed by Firm | $8,533,620,892 |
| No. of Clients | 16 |
| No. of Advisors | 63 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $8,533,620,892 |
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