Atlas Legacy Advisors LLC

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Assets, Funds, Holdings

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Atlas Legacy Advisors LLC
CRD #329888
SEC #801-129575
CIK #
AUM $586.1 MM (2024-06-17)
Employees 5 (80% Investors, 0% Brokers)
Phone310-707-1275
Address1999 Avenue of The Stars
Los Angeles, CA 90067
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002009201420192025
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
FL 0.6
Arcadia Investment Management Corp
MI 0.6
USA Financial Formulas LLC
MI 0.6
Retireright LLC
IA 0.6
Denver PWM LLC
CO 0.6
FCF Advisors LLC
NY 0.6
Winslow Asset Management Inc
OH 0.6
CFM Wealth Partners LLC
TX 0.6
Family WMS LLC
GA 0.6
Strategic Equity Management Inc
AZ 0.6
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