Atlas Capital Management Corp
Atlas Capital Management Corp (CRD# 106107) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $131,243,316 in 2,638 accounts and serve the financial needs of clients across 30 states (or territories).
Total Assets Under Management131MILLION
Total Number of Accounts2,638ACCOUNTS
Average Account Value$49,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WI
Jerry Jacobs (CRD# 256432) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 31 years of experience in the finance industry. Jerry Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Todd Clark (CRD# 3168322) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 15 years of experience in the finance industry.