1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ATLAS

Map pin
Phone805-557-8713
NotebookSEC #801-128722
Total AUM
$153.9M
Employees
8
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
805-557-8713
Other Offices
7

ReceiptFinancials

Total AUM
$153.9M
Accounts
52
Discretionary
$40.3M
Accounts
48
Non-Discretionary
$113.5M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
40
AUM
$15.8M
HNW Individual Clients
7
AUM
$136.3M
Pooled Vehicle Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$54.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTFLGAILLAMAMINCNJNYOHPATNTXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account