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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Financial Advisors Inc
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|---|---|
| CRD # | 160276 |
| SEC # | 801-120944 |
| CIK # | 0001924030 |
| AUM | $107.8 M (2025-05-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 530-589-2515 |
| Address | 2126 5th Avenue Oroville, CA 95965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 0.7 | ||
| Teucrium Commodity Trust | 0.6 | ||
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Realty Income Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Lowes Companies Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 961 | 86.7 |
| (b) Individuals (high net worth individuals) | 12 | 11.8 |
| (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 | 9 | 7.9 |
| (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 | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 107.8 |
| By Discretionary | ||
| Discretionary | 973 | 98.6 |
| Non-Discretionary | 12 | 9.2 |
| Total | 985 | 107.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.8 | |
| Total | 985 | 107.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001924030] |
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