Atlas Capital Advisors Inc.

Atlas Capital Advisors Inc. (CRD# 127036) is a financial advisory firm headquartered in San Francisco, CA. They manage $784,200,000 in 413 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

38 Keyes Ave Suite 200, San Francisco, CA 94129

https://www.linkedin.com/company/atlas-capital-advisors

By the Numbers

Total Assets Under Management

784

MILLION
Total Number of Accounts

413

ACCOUNTS
Average Account Value

$1,898,789

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Atlas Capital Advisors Inc.

Showing 1 - 7 of 7 top financial advisors.

1

CRD#: 2914008

38 Keyes Ave Suite 200, San Francisco, CA 94129

John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

2

Michael J. Bodnyk

CRD#: 5719864

38 Keyes Ave Suite 200, San Francisco, CA 94129

Michael Bodnyk (CRD# 5719864) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.

3

Albert J. Gutierrez

CRD#: 1624262

38 Keyes Ave Suite 200, San Francisco, CA 94129

Albert Gutierrez (CRD# 1624262) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 36 years of experience in the finance industry.

4

CRD#: 1024631

38 Keyes Ave Suite 200, San Francisco, CA 94129

Marc Roth (CRD# 1024631) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

5

Jonathan E. Tunney

CRD#: 4663464

38 Keyes Ave Suite 200, San Francisco, CA 94129

Jonathan Tunney (CRD# 4663464) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

6

Leslie Krampert

CRD#: 7448674

38 Keyes Ave Suite 200, San Francisco, CA 94129

Leslie Krampert (CRD# 7448674) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

7

CRD#: 7125303

38 Keyes Ave Suite 200, San Francisco, CA 94129

Daniel Krebs (CRD# 7125303) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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