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Building 2ATLAS WEALTH MANAGEMENT GROUP, LLC

Map pinLAGUNA HILLS, CA
Phone888-475-7535
NotebookSEC #801-96229
Total AUM
$13.2M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23046 AVENIDA DE LA CARLOTA
#150
LAGUNA HILLS
CA 92653
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
888-475-7535

ReceiptFinancials

Total AUM
$13.2M
Accounts
70
Discretionary
$0
Accounts
0
Non-Discretionary
$13.2M
Accounts
70

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

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

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