Atlas Financial Advisors, Inc.

Atlas Financial Advisors, Inc. (CRD# 160276) is a financial advisory firm headquartered in Oroville, CA. They manage $60,258,235 in 566 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $106,463
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
  • Educational seminars/workshops
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, TX

Financial Advisors at Atlas Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven P. Van Metre
CRD#: 4994543
5901 Sundale Ave Ste B, Bakersfield, CA 93309
96
Wealthminder
score

Steven Van Metre (CRD# 4994543) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Bakersfield, CA and has over 12 years of experience in the finance industry. Steven Van Metre 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.

2
Arthur C. Garcia
CRD#: 4865182
2126 5th Avenue, Oroville, CA 95965
93
Wealthminder
score

Arthur Garcia (CRD# 4865182) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 13 years of experience in the finance industry.

3
Brian J. Seva
CRD#: 5374328
2126 5th Avenue, Oroville, CA 95965
93
Wealthminder
score

Brian Seva (CRD# 5374328) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 10 years of experience in the finance industry.

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