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).

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
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
John S. Baker
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 17 years of experience in the finance industry.

2
Michael J. Bodnyk
CRD#: 5719864
9811 Se 12th Street, Vancouver, WA 98664

Michael Bodnyk (CRD# 5719864) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in Vancouver, WA and has over 14 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
Marc A. Roth
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 over 2 years of experience in the finance industry.

7
Daniel Krebs
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.

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