|
⚲
|
| Atlas Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 160276 |
| SEC # | 801-120944 |
| CIK # | 0001924030 |
| AUM | $106.0 MM (2024-08-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 530-589-2515 |
| Address | 2126 5th Avenue Oroville, CA 95965 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.8 | |
| USB | 69,666.4 | 0.7 | |
| AAPL | 2,382,844.0 | 0.6 | |
| GLD | 0.6 | ||
| COST | 207,576.9 | 0.6 | |
| AMZN | 1,092,997.8 | 0.5 | |
| EL | 91,970.4 | 0.5 | |
| NVDA | 399,550.0 | 0.4 | |
| FIS | 57,577.4 | 0.3 | |
| SEE | 8,518.2 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 89.1 |
| (b) Individuals (high net worth individuals) | 4 | 9.7 |
| (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 | 8 | 6.3 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 7 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 106.0 |
| By Discretionary | ||
| Discretionary | 927 | 99.2 |
| Non-Discretionary | 9 | 6.8 |
| Total | 936 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.0 | |
| Total | 936 | 106.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001924030] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
ACTS Financial Advisors LLC
✚
|
VA | 0.1 |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 0.1 |
|
St John & Associates Inc
✚
|
GA | 0.1 |
|
RBF Capital Management Inc
✚
|
FL | 0.1 |
|
Bountiful Investment Management LLC
✚
|
RI | 0.1 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.1 |
|
Networth Asset Management Inc
✚
|
FL | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
44 North Capital LLC
✚
|
VT | 0.1 |