ATLAS FINANCIAL ADVISORS, INC.

CRD 160276 · SEC 801-120944

Visit website

40 POST LANE, OROVILLE, CA, 95966, United States

Phone

530 589 2515

Fax

530-512-6242

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$46.9M

Discretionary AUM

$46.9M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsMarket timingEducational seminars

Client types

Type	Clients	AUM
Individuals	249	$28.3M
High net worth individuals	17	$18.6M

States served

AL, AZ, CA, CO, ID, IL, IN, IA, LA, MI, MN, NV, NJ, NY, OH, PA, SC, UT, VA, WA, TX, NH, FL

All web addresses on file

https://stevenvanmetre.com
https://twitter.com/MetreSteven
https://www.linkedin.com/in/steven-van-metre-b4a08b182
https://www.facebook.com/svmfin/
https://www.youtube.com/@stevenvanmetre5087

Official SEC filing: View on IAPD