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Atlas Legacy Advisors LLC
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CRD # | 329888 |
SEC # | 801-129575 |
CIK # | |
AUM | $586.1 MM (2024-06-17) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 310-707-1275 |
Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 21 | 6.9 |
(b) Individuals (high net worth individuals) | 110 | 531.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 21.8 |
(h) Charitable organizations | 7 | 11.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 13.7 |
(n) Other | 0 | 0.0 |
Total | 703 | 586.1 |
By Discretionary | ||
Discretionary | 436 | 458.1 |
Non-Discretionary | 267 | 128.0 |
Total | 703 | 586.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 586.1 | |
Total | 703 | 586.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rogan & Associates Inc
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|
FL | 0.6 |
Arcadia Investment Management Corp
✚
|
MI | 0.6 |
USA Financial Formulas LLC
✚
|
MI | 0.6 |
Retireright LLC
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|
IA | 0.6 |
Denver PWM LLC
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|
CO | 0.6 |
FCF Advisors LLC
✚
|
NY | 0.6 |
Winslow Asset Management Inc
✚
|
OH | 0.6 |
CFM Wealth Partners LLC
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|
TX | 0.6 |
Family WMS LLC
✚
|
GA | 0.6 |
Strategic Equity Management Inc
✚
|
AZ | 0.6 |