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| Atlas Financial Advisors Inc
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| |
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001924030 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 0.8 | |
| US Bancorp de | 69,666.4 | 0.7 | |
| Apple Inc | 2,382,844.0 | 0.6 | |
| SPDR Gold Trust | 0.6 | ||
| Costco Wholesale Corp /NEW | 207,576.9 | 0.6 | |
| Amazon Com Inc | 1,092,997.8 | 0.5 | |
| Estee Lauder Companies Inc | 91,970.4 | 0.5 | |
| Nvidia Corp | 399,550.0 | 0.4 | |
| Fidelity National Information Services Inc | 57,577.4 | 0.3 | |
| Sealed Air Corp/DE | 8,518.2 | 0.2 | |
| Digital Realty Trust Inc | 38,305.5 | 0.2 | |
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| 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] |
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|---|---|---|
|
Regal Advisory Services Inc
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|
IL | 0.1 |
|
ACTS Financial Advisors LLC
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VA | 0.1 |
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Portfolio Resources Advisor Group Inc
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FL | 0.1 |
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St John & Associates Inc
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GA | 0.1 |
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RBF Capital Management Inc
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FL | 0.1 |
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Bountiful Investment Management LLC
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RI | 0.1 |
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Grant Private Wealth Management Inc
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CA | 0.1 |
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Networth Asset Management Inc
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FL | 0.1 |
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Peterson Financial Services LLC
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CO | 0.1 |
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44 North Capital LLC
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VT | 0.1 |