ATLAS FINANCIAL ADVISORS, INC.
CRD #160276 SEC #801-120944 OROVILLE, CA 530 589 2515
SEC Registered
Total AUM
$107.8M
Discretionary
$98.6M
Employees
2
Clients
10
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $107.8M | $98.6M | $9.2M | 2 | 0 |
| Mar 2025 | $107.8M | $98.6M | $9.2M | 4 | 0 |
| Mar 2025 | $106M | $99.2M | $6.8M | 4 | 0 |
| Oct 2024 | $106M | $99.2M | $6.8M | 4 | 0 |
| Aug 2024 | $106M | $99.2M | $6.8M | 5 | 0 |
| Mar 2024 | $106M | $99.2M | $6.8M | 5 | 0 |
| Oct 2023 | $112.9M | $108.4M | $4.4M | 5 | 5 |
| Sep 2023 | $112.9M | $108.4M | $4.4M | 6 | 5 |
| Mar 2023 | $112.9M | $108.4M | $4.4M | 6 | 5 |
| Mar 2023 | $149.3M | $127.5M | $21.7M | 6 | 0 |
| Mar 2023 | $149.3M | $127.5M | $21.7M | 6 | 0 |
| Jan 2023 | $149.3M | $127.5M | $21.7M | 6 | 0 |
| Nov 2022 | $149.3M | $127.5M | $21.7M | 8 | 0 |
| Aug 2022 | $149.3M | $127.5M | $21.7M | 8 | 0 |
| Aug 2022 | $149.3M | $127.5M | $21.7M | 8 | 0 |
| May 2022 | $149.3M | $127.5M | $21.7M | 7 | 0 |
| Apr 2022 | $149.3M | $127.5M | $21.7M | 7 | 0 |
| Mar 2022 | $149.3M | $127.5M | $21.7M | 7 | 0 |
| Mar 2022 | $149.3M | $127.5M | $21.7M | 6 | 0 |
| Feb 2022 | $149.3M | $127.5M | $21.7M | 6 | 0 |
| Feb 2022 | $117.5M | $102.5M | $15M | 6 | 0 |
| Jun 2021 | $117.5M | $102.5M | $15M | 6 | 0 |
| Apr 2021 | $117.5M | $102.5M | $15M | 6 | 0 |
| Mar 2021 | $117.5M | $102.5M | $15M | 5 | 0 |
DateMay 2025
Total AUM$107.8M
Discretionary$98.6M
Non-Disc.$9.2M
Employees2
Clients0
DateMar 2025
Total AUM$107.8M
Discretionary$98.6M
Non-Disc.$9.2M
Employees4
Clients0
DateMar 2025
Total AUM$106M
Discretionary$99.2M
Non-Disc.$6.8M
Employees4
Clients0
DateOct 2024
Total AUM$106M
Discretionary$99.2M
Non-Disc.$6.8M
Employees4
Clients0
DateAug 2024
Total AUM$106M
Discretionary$99.2M
Non-Disc.$6.8M
Employees5
Clients0
DateMar 2024
Total AUM$106M
Discretionary$99.2M
Non-Disc.$6.8M
Employees5
Clients0
DateOct 2023
Total AUM$112.9M
Discretionary$108.4M
Non-Disc.$4.4M
Employees5
Clients5
DateSep 2023
Total AUM$112.9M
Discretionary$108.4M
Non-Disc.$4.4M
Employees6
Clients5
DateMar 2023
Total AUM$112.9M
Discretionary$108.4M
Non-Disc.$4.4M
Employees6
Clients5
DateMar 2023
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees6
Clients0
DateMar 2023
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees6
Clients0
DateJan 2023
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees6
Clients0
DateNov 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees8
Clients0
DateAug 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees8
Clients0
DateAug 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees8
Clients0
DateMay 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees7
Clients0
DateApr 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees7
Clients0
DateMar 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees7
Clients0
DateMar 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees6
Clients0
DateFeb 2022
Total AUM$149.3M
Discretionary$127.5M
Non-Disc.$21.7M
Employees6
Clients0
DateFeb 2022
Total AUM$117.5M
Discretionary$102.5M
Non-Disc.$15M
Employees6
Clients0
DateJun 2021
Total AUM$117.5M
Discretionary$102.5M
Non-Disc.$15M
Employees6
Clients0
DateApr 2021
Total AUM$117.5M
Discretionary$102.5M
Non-Disc.$15M
Employees6
Clients0
DateMar 2021
Total AUM$117.5M
Discretionary$102.5M
Non-Disc.$15M
Employees5
Clients0