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Building 2ATLAS CAPITAL ADVISORS INC.

Map pinSAN FRANCISCO, CA
Phone415-354-2400
NotebookSEC #801-66544
Total AUM
$1.1B
Employees
10
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 KEYES AVE SUITE 200
SAN FRANCISCO
CA 94129
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
415-354-2400

ReceiptFinancials

Total AUM
$1.1B
Accounts
409
Discretionary
$1.1B
Accounts
380
Non-Discretionary
$91.3M
Accounts
29

ContactClients

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Individual Clients
44
AUM
$10.6M
HNW Individual Clients
93
AUM
$1B
Pooled Vehicle Clients
2
AUM
$290.3K
Charitable Organization Clients
13
AUM
$93.9M
Corporation or Business Clients
5
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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