Atlas Capital Advisors LLC

Atlas Capital Advisors LLC (CRD# 127036) is a financial advisory firm headquartered in San Francisco, CA. They manage $419,000,000 in 357 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $1,173,669
Compensation Options
  • A percentage of assets under your management
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
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 LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael J. Bodnyk
CRD#: 5719864
38 Keyes Ave Suite 200, San Francisco, CA 94129
96
Wealthminder
score

Michael Bodnyk (CRD# 5719864) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

2
Albert J. Gutierrez
CRD#: 1624262
38 Keyes Ave Suite 200, San Francisco, CA 94129
96
Wealthminder
score

Albert Gutierrez (CRD# 1624262) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 31 years of experience in the finance industry.

3
Jocelyn J. Doe
CRD#: 2524855
38 Keyes Ave Suite 200, San Francisco, CA 94129
93
Wealthminder
score

Jocelyn Doe (CRD# 2524855) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

4
Stephen P. Pijas
CRD#: 4002238
38 Keyes Ave Suite 200, San Francisco, CA 94129
93
Wealthminder
score

Stephen Pijas (CRD# 4002238) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

5
William P. Raisin
CRD#: 1615442
38 Keyes Ave Suite 200, San Francisco, CA 94129
93
Wealthminder
score

William Raisin (CRD# 1615442) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 31 years of experience in the finance industry.

6
Taylor N. Reed
CRD#: 2310861
38 Keyes Ave Suite 200, San Francisco, CA 94129
93
Wealthminder
score

Taylor Reed (CRD# 2310861) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

7
Jonathan E. Tunney
CRD#: 4663464
38 Keyes Ave Suite 200, San Francisco, CA 94129
90
Wealthminder
score

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

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