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Building 2ATLAS FINANCIAL ADVISORS, INC.

Map pinOROVILLE, CA
Phone530 589 2515
NotebookSEC #801-120944
Total AUM
$46.9M
Employees
3
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 POST LANE
OROVILLE
CA 95966
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
530 589 2515
Other Offices
1

ReceiptFinancials

Total AUM
$46.9M
Accounts
380
Discretionary
$46.9M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$28.3M
HNW Individual Clients
17
AUM
$18.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCACOFLIAIDILINLAMIMNNHNJNVNYOHPASCTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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