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).
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Total Assets Under Management231MILLION
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Total Number of Accounts535ACCOUNTS
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Average Account Value$432,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NH, NJ, NY
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.
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.
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.
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.