← Back to searchVisit website
ATLAS LEGACY ADVISORS LLC
CRD 329888 · SEC 801-129575
1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, 90067, United States
Phone
310-707-1275
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$715.0M
Discretionary AUM
$629.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $8.5M |
| High net worth individuals | 110 | $648.7M |
| Pension/profit sharing plans | 10 | $26.7M |
| Charitable organizations | 7 | $14.5M |
| Corporations/business entities | 7 | $16.7M |
States served
CA, NJ, TX, FL
All web addresses on file
Official SEC filing: View on IAPD