This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 6
Office Locations
About Atlas
Atlas Financial provides tailored financial planning, wealth management, and portfolio management for clients seeking discreet, values-aligned stewardship, including succession and long-term planning. Portfolios blend public-market exposures (often via ETFs) with selectively used alternatives/private markets, with access to institutional-quality opportunities and emerging managers. Primary custody is at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TOBIAS FRANCIS HEASLIP
Analyst, Chief Executive Officer, Chief Investment Officer
- CRD
- #5808520
- Ownership
- Less than 5%
TARA NICHOLE HORNE
Chief Compliance Officer
- CRD
- #6090958
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Alex Gregory Goldstein
--
- CRD
- #6944442
Wayne Goldstein
--
- CRD
- #7297570
Unison summit
Bridge ridge foundation
- CRD
- #73998
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,331,938 | $840,249 |
| Non-Discretionary | $113,526,523 | $28,381,631 |
| Total | $153,858,461 | $2,958,817 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $152,127,730
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,073,097,479 | 16.5% |
| Equity - Exchange | $962,535,920 | 14.8% |
| Private Funds | $904,003,331 | 13.9% |
| Public Funds | $962,535,920 | 14.8% |
| Other | $624,347,624 | 9.6% |
| Cash | $695,887,456 | 10.7% |
| Corporate - Investment Grade | $1,001,557,647 | 15.4% |
| Other | $279,655,707 | 4.3% |
| Total | $6,503,621,084 | 100.0% |