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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) |
|---|
| 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 |