← Back to searchVisit website
ATLAS CAPITAL MANAGEMENT
ATLAS CAPITAL MANAGEMENT INC.
CRD 110018
2625 TOWNSGATE ROAD, SUITE 200, THOUSAND OAKS, CA, 91361, United States
Phone
800-801-7956
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.4M
Discretionary AUM
$11.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2022-04-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD