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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTIA, LAURA, HILLARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CIO AND CHIEF COMPLIANCE OFFICER | D | Control |
| MATTIA, LAURA, HILLARY | I | CEO | D | Control |
| MATTIA, LAURA, HILLARY | I | CEO | D | Control |
| MATTIA, LAURA, HILLARY | I | CEO | D | Control |
| MATTIA, LAURA, HILLARY | I | CEO | D | Control |
| MATTIA, LAURA, HILLARY | I | CEO | D | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CIO AND CHIEF COMPLIANCE OFFICER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CIO AND CHIEF COMPLIANCE OFFICER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CIO AND CHIEF COMPLIANCE OFFICER | C | Control |
| CRAFFEN, STEPHEN, CHARLES | I | CIO AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 12, 2024 REGISTERED
Notice Filings (4)
FL NH NJ NY
Address
1577 FRUITVILLE ROADSARASOTA, FL 34236
United States
Phone: (941) 879-9290