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Building 2ATLAS LEGACY ADVISORS LLC

Map pinLOS ANGELES, CA
Phone310-707-1275
NotebookSEC #801-129575
Total AUM
$715M
Employees
5
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 AVENUE OF THE STARS
SUITE 3350
LOS ANGELES
CA 90067
United States
Operating Hours
6:30- 3:30 PT
Monday - Friday
Phone
310-707-1275
Other Offices
2

ReceiptFinancials

Total AUM
$715M
Accounts
701
Discretionary
$629M
Accounts
626
Non-Discretionary
$86M
Accounts
75

ContactClients

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Individual Clients
21
AUM
$8.5M
HNW Individual Clients
110
AUM
$648.7M
Pension/Profit Sharing Plan Clients
10
AUM
$26.7M
Charitable Organization Clients
7
AUM
$14.5M
Corporation or Business Clients
7
AUM
$16.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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