Overview
Assets Under Management: $231 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 102
Average Client Assets: $2.0 million
Frequently Asked Questions
ATLAS FIDUCIARY FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307310), ATLAS FIDUCIARY FINANCIAL, LLC is subject to fiduciary duty under federal law.
ATLAS FIDUCIARY FINANCIAL, LLC is headquartered in SARASOTA, FL.
ATLAS FIDUCIARY FINANCIAL, LLC serves 102 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, ATLAS FIDUCIARY FINANCIAL, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ATLAS FIDUCIARY FINANCIAL, LLC manages $231 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, ATLAS FIDUCIARY FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.56%
Average Client Assets: $2.0 million
Total Client Accounts: 535
Discretionary Accounts: 535
Regulatory Filings
CRD Number: 307310
Filing ID: 1815631
Last Filing Date: 2024-03-12 13:24:00