A
CRD: 138210
Atlantes Financial Advisors
Fairhope, AL, 36532
2519281616
$62.8M Total AUM
$47.1M Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2010
- Office Locations
- 1
Office Locations
365 Grand Avenue, Suite "A" Fairhope AL
About Atlantes Financial Advisors
Atlantes Financial Advisors is a Fairhope-based RIA. The firm has been operating for 16 years. Managing $62.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$62.8M AVG AUM / ADVISOR
$683.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Upgrade to reveal position-level detail across insight optima.
See the complete signal summary connected to beacon unison.
Full visibility includes strategy notes for pathway foundation insight.
See the complete signal summary connected to north fusion.
Request access to benchmark trends tied to optima.
Full visibility includes strategy notes for prime insight.
Open the full profile to inspect shifts in horizon radial.
Open the full profile to inspect shifts in atlas vital.
Asset Classes
Harbor prime
Investment Themes
Foundation radial Element bridge Peak
Investment Vehicles
Eagle harbor
Services
North Capital Harbor Vertex Ridge pioneer Glacier summit
Owner & Executives
JOHN PENINGER BRANDON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1888508
- Ownership
- 75% or more
(287) 879-5033
horizon.capital@unisoncapital.com
in linkedin.com/in/frontier-insight
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,132,250 | $182,876 |
| Non-Discretionary | $15,710,750 | $245,004 |
| Total | $62,843,000 | $196,785 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $62,843,000
Equity - Exchange:
10.7% Cash:
30.6% Municipal Bonds:
38.1% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $312,963,983 | 10.7% |
| Cash | $895,018,495 | 30.6% |
| Municipal Bonds | $1,114,385,773 | 38.1% |
| U.S. Government/Agency | $602,528,791 | 20.6% |
| Total | $2,924,897,042 | 100.0% |