A
$7.4K Total AUM
$7.4K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2022
- Office Locations
- 1
Office Locations
-- Delray Beach FL
About Atlas Capital Advisory LLC
Atlas Capital Advisory LLC is a Delray Beach-based RIA. The firm has been operating for 3 years. Managing $7.4K in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$7.4K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Karamat Ahmed Qadri
Chief Compliance Officer, FOUNDER, Senior Analyst
- CRD
- #7181272
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,356 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,356 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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