|
⚲
|
| Atlas Capital Management Corp
✚
|
|
|---|---|
| CRD # | 106107 |
| SEC # | 801-47277 |
| CIK # | |
| AUM | $272.5 MM (2023-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 260-637-2857 |
| Address | 11130 Coldwater Road Ft Wayne, IN 46845-1270 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,504 | 219.4 |
| (b) Individuals (high net worth individuals) | 46 | 53.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,504 | 272.5 |
| By Discretionary | ||
| Discretionary | 2,350 | 258.8 |
| Non-Discretionary | 154 | 13.7 |
| Total | 2,504 | 272.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.5 | |
| Total | 2,504 | 272.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taylor Financial Group Inc
✚
|
VA | 0.3 |
|
Ballast Capital Advisors LLC
✚
|
IA | 0.3 |
|
Intrepid Financial Planning Group LLC
✚
|
IN | 0.3 |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Altruvista LLC
✚
|
TX | 0.3 |
|
Seabird Financial Corporation
✚
|
CA | 0.3 |
|
Trinity Wealth Management LLC
✚
|
OH | 0.3 |
|
Lexington Research and Capital Group LLC
✚
|
AR | 0.3 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.3 |
|
Arnold Weitz & Co
✚
|
NE | 0.3 |