ATLAS FINANCIAL PLANNING, LLC
Legal name: ATLAS INVESTMENT ADVISORS
CRD #324861 SEC #801-129830 ALPHARETTA, GA 770-336-6805
SEC Registered
Total AUM
$138.2M
Discretionary
$115M
Employees
2
Clients
51
Accounts
482
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAUSER, GEORGE, CHRISTIAN | I | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MAUSER, GEORGE, CHRISTIAN | I | CO-FOUNDER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Richardson, Rebecca, Outten | I | CO-FOUNDER | D | Control |
| Richardson, Rebecca, Outten | I | CO-FOUNDER | D | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (1)
GA
Address
11720 AMBER PARK DR #160ALPHARETTA, GA 30009
United States
Phone: 770-336-6805