A
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
29 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- MomentumElement horizon +more
- Established Date
- 01-01-1997
- Office Locations
- 1
Office Locations
2625 Townsgate Road Suite 200 Thousand Oaks CA
About Atlas Capital Management
The Pinsky Law Group is a New York-based law firm focused on fire districts, fire departments, and EMS agencies, including municipalities and nonprofit entities. The firm advises on fire service law and management, tax exemption matters, and first-responder personal injury, and provides commissioner training and educational resources. Led by a longtime firefighter/EMS provider and former fire chief.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$93.3K AVG AUM / CLIENT
29.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Custodian
Frontier
Investment Themes
Unison Pioneer vector
Investment Vehicles
Vertex
Services
Crest frontier Optima capital Zenith Atlas
Technology
Matrix Foundation Timber
Owner & Executives
T
TRACY TOWNER
Chief Executive Officer
- CRD
- #2820744
- Ownership
- 75% or more
(949) 561-1195
optima.pathway@vertexcapital.com
in linkedin.com/in/unison-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,383,104 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,383,104 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,383,104
Equity - Exchange:
28.7% Cash:
14.7% Corporate - Investment Grade:
23.5% U.S. Government/Agency:
23.8% Municipal Bonds:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,461,879,239 | 28.7% |
| Cash | $1,260,962,537 | 14.7% |
| Corporate - Investment Grade | $2,015,824,464 | 23.5% |
| U.S. Government/Agency | $2,041,558,394 | 23.8% |
| Municipal Bonds | $797,751,810 | 9.3% |
| Total | $8,577,976,444 | 100.0% |