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Building 2ATLAS INVESTMENT ADVISORS

Map pinALPHARETTA, GA
Phone770-336-6805
NotebookSEC #801-129830
Total AUM
$184.1M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11720 AMBER PARK DR #160
ALPHARETTA
GA 30009
United States
Operating Hours
9:30 AM - 4:00 PM
Monday - Friday
Phone
770-336-6805
Other Offices
3

ReceiptFinancials

Total AUM
$184.1M
Accounts
506
Discretionary
$159.4M
Accounts
437
Non-Discretionary
$24.7M
Accounts
69

ContactClients

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Individual Clients
15
AUM
$12.6M
HNW Individual Clients
101
AUM
$170.5M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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