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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2025
- Office Locations
- 2
Office Locations
About Atlas Financial LLC
Atlas Financial LLC is an independent registered investment advisor and fiduciary providing fee-based financial planning, retirement and estate planning, and investment/wealth management for individual and institutional clients. The firm also advises employers on 401(k) plans with plan design support, customized policy statements, and quarterly investment reviews, supported by an in-house investment team that builds diversified menus using ETFs, index funds, and low-cost institutional options. Custody includes Schwab.
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Owner & Executives
ARTHUR COLE GARCIA
Chief Compliance Officer, Managing Member
- CRD
- #4865182
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alfredo Banuelos
Analyst
- CRD
- #5572634
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,270,814 | -- |
| Non-Discretionary | $4,214,452 | -- |
| Total | $43,485,266 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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