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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138.2M | $115M | $23.2M | 2 | 2 |
| Mar 2024 | $100.7M | $73.7M | $27M | 2 | 7 |
DateMar 2025
Total AUM$138.2M
Discretionary$115M
Non-Disc.$23.2M
Employees2
Clients2
DateMar 2024
Total AUM$100.7M
Discretionary$73.7M
Non-Disc.$27M
Employees2
Clients7