Atlas Fiduciary Financial, LLC

Atlas Fiduciary Financial, LLC (CRD# 307310) is a financial advisory firm headquartered in Sarasota, FL. They manage $231,237,572 in 535 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1577 Fruitville Road, Sarasota, FL 34236
http://www.atlasfiduciary.com
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $432,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY

Financial Advisors at Atlas Fiduciary Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stephen Craffen, financial advisor Oakland NJ
Stephen C. Craffen
CRD#: 1853502
393 Ramapo Valley Road, Oakland, NJ 07456

Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.

2
Alison Hall, financial advisor Sarasota FL
Alison A. Hall
CRD#: 6001383
Sarasota, FL

Alison Hall (CRD# 6001383) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Sarasota, FL and has over 11 years of experience in the finance industry.

3
Laura Mattia, financial advisor Sarasota FL
Laura H. Mattia
CRD#: 4525025
1577 Fruitville Road, Sarasota, FL 34236

Laura Mattia (CRD# 4525025) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Sarasota, FL and has over 21 years of experience in the finance industry.

4
Dean Shah, financial advisor Oakland NJ
Dean Shah
CRD#: 6157212
393 Ramapo Valley Road, Oakland, NJ 07436

Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Oakland, NJ and has over 11 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.

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