CRD: 305278
Atlas Lifestyle Planning Group LLC
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- Custodian
- Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Eagle ember
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Atlas Lifestyle Planning Group LLC
ATLAS Lifestyle Planning Group (ATLAS LPG) is a registered investment adviser providing holistic financial planning, money management, and retirement plan solutions for individuals, families, and business owners. The firm integrates investment and insurance considerations and often coordinates with clients’ CPAs and estate attorneys. Led by CFP/ChFC/CEPA Michael Abbate, with 25+ years in institutional capital markets and commodities. Custody support includes Fidelity/NFS and AssetMark.
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Investment Themes
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Owner & Executives
MICHAEL JON ABBATE
Chief Compliance Officer, Managing Member
- CRD
- #4091287
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $72,500,000 | -- |
| Total | $72,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,041,093,615 | 100.0% |
| Total | $8,041,093,615 | 100.0% |