CRD: 284935
Atlas Investment Advisory LLC
Canton, GA, 30115
7702899116
$77.4M Total AUM
$77.4M Disc. AUM
-- 3Y CAGR
1 Employees
227 ADV. Clients
9 yrs Firm Age
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- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
310 Paper Trail Drive Building 100, #99 Canton GA
About Atlas Investment Advisory LLC
Atlas Investment Advisory LLC is a Canton-based RIA. The firm has been operating for 9 years. Managing $77.4M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and Wells Fargo. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$77.4M AVG AUM / ADVISOR
$341.0K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Atlas Ridge
Investment Themes
Horizon ridge Summit Focus alpha
Investment Vehicles
Wave vertex
Services
Alpha timber Catalyst Timber legacy Meridian Quantum Foundation Zenith value
Owner & Executives
R
ROBERT LEE FRANK III
Chief Compliance Officer, Managing Member
- CRD
- #4519643
- Ownership
- 75% or more
(807) 617-5751
prime.unison@pathwaycapital.com
in linkedin.com/in/momentum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,400,000
Equity - Exchange:
49.1% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $661,554,899 | 49.1% |
| Cash | $685,807,421 | 50.9% |
| Total | $1,347,362,320 | 100.0% |