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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MatrixEmber wave
- Established Date
- 12-12-2013
- Office Locations
- 1
Office Locations
About Atlas Peak Advisors, Inc.
Atlas Peak Advisors is an independent RIA providing goal-based financial planning and discretionary investment management for individuals and families nationwide, with focus on retirement, education, and legacy planning plus insurance and estate/trust coordination. Portfolios follow a conservative, patient, research-driven discipline and are implemented primarily with ETFs and public funds, with custody often at Schwab.
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Owner & Executives
ERIN REBECCA ANDERSON
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, DIRECTOR, Investment Advisor, President
- CRD
- #6133257
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,787,405 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,787,405 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,787,405
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,008,238,023 | 47.7% |
| Public Funds | $2,106,397,274 | 33.4% |
| Cash | $1,191,943,367 | 18.9% |
| Total | $6,306,578,664 | 100.0% |