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ATLAS FINANCIAL LLC
CRD 334246
1453 DOWNER STREET, SUITE A, OROVILLE, CA, 95965, United States
Phone
530 589 2515
Fax
530-512-6242
Registration
— (—)
Source
State registered
Total AUM
$43.5M
Discretionary AUM
$39.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 390 | $26.3M |
| High net worth individuals | 11 | $12.7M |
| Pension/profit sharing plans | 4 | $4.2M |
| Charitable organizations | 4 | $230K |
| Corporations/business entities | 1 | $40K |
All web addresses on file
Official SEC filing: View on IAPD