Atlas Capital Management

Atlas Capital Management (CRD# 110018) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $25,662,508 in 314 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $81,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 Management
Showing 1 - 2 of 2 top financial advisors.
1
Craig Arsenault
CRD#: 2805664
Monarch Beach, CA
93
Wealthminder
score

Craig Arsenault (CRD# 2805664) is an Investment Advisor Representative working at Atlas Capital Management in Monarch Beach, CA and has over 20 years of experience in the finance industry.

2
Tracy Towner
CRD#: 2820744
Ventura, CA
93
Wealthminder
score

Tracy Towner (CRD# 2820744) is an Investment Advisor Representative working at Atlas Capital Management in Ventura, CA and has over 20 years of experience in the finance industry.

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