MATTIA AND ASSOCIATES, L.L.C.
Legal name: ATLAS FIDUCIARY FINANCIAL, LLC
CRD #307310 SEC #801-118084 SARASOTA, FL (941) 879-9290
SEC Registered
Total AUM
$231.2M
Discretionary
$231.2M
Employees
6
Clients
51
Accounts
535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $231.2M | $231.2M | $0 | 6 | 4 |
| Apr 2023 | $178.2M | $178.2M | $0 | 7 | 8 |
| Feb 2023 | $178.2M | $178.2M | $0 | 7 | 8 |
| Feb 2022 | $152.2M | $152.2M | $0 | 5 | 13 |
| Jan 2022 | $152.2M | $152.2M | $0 | 5 | 13 |
| Aug 2021 | $134.1M | $134.1M | $0 | 5 | 0 |
| Feb 2021 | $134.1M | $134.1M | $0 | 5 | 0 |
| Dec 2020 | $119.5M | $119.5M | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees6
Clients4
DateApr 2023
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees7
Clients8
DateFeb 2023
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees7
Clients8
DateFeb 2022
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients13
DateJan 2022
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients13
DateAug 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0