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ATLAS FINANCIAL ADVISORS, LLC
CRD 285580
4800 T-REX AVE, SUITE 100, BOCA RATON, FL, 33431, United States
Phone
561-717-9039
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.7M
Discretionary AUM
$69.7M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $27.6M |
| High net worth individuals | 20 | $28.4M |
| Corporations/business entities | 7 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD