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ATLAS INVESTMENT ADVISORS

ATLAS FINANCIAL PLANNING, LLC

CRD 324861 · SEC 801-129830

Visit website

11720 AMBER PARK DR #160, ALPHARETTA, GA, 30009, United States

Phone

770-336-6805

Fax

770-200-1576

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$184.1M

Discretionary AUM

$159.4M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals15$12.6M
High net worth individuals101$170.5M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD