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Building 2ATLAS CAPITAL MANAGEMENT CORP

Map pinFT WAYNE, IN
Phone260-637-2857
NotebookSEC #801-47277
Total AUM
$869.8M
Employees
9
Clients
3,261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11130 COLDWATER ROAD
SUITE 104
FT WAYNE
IN 46845-1270
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
260-637-2857

ReceiptFinancials

Total AUM
$869.8M
Accounts
4,143
Discretionary
$837.5M
Accounts
3,920
Non-Discretionary
$32.3M
Accounts
223

ContactClients

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Individual Clients
3,171
AUM
$730.6M
HNW Individual Clients
90
AUM
$139.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCACOFLGAIAIDILINKSMIMNMONCNDNENJNMNYOHOKORPASCTNTXUTVAWAWI

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

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