ATLAS FINANCIAL PLANNING, LLC
Doing business as ATLAS INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$184,100,000
Discretionary
$159,400,000
Non-discretionary
$24,700,000
Firm details
- CRD number
- 324861
- SEC file number
- 801-129830
- Main office
- ALPHARETTA, GA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.