Atlas Financial

Atlas Financial (CRD# 171871) is a financial advisory firm headquartered in Richmond, VA. They manage $14,400,000 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $94,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

TX, VA

Financial Advisors at Atlas Financial
Showing 1 - 2 of 2 top financial advisors.
1
Matthew C. Romeo
CRD#: 6770539
114 North 3rd Street, Richmond, VA 23219
90
Wealthminder
score

Matthew Romeo (CRD# 6770539) is an Investment Advisor Representative working at Atlas Financial in Richmond, VA and has 1 year of experience in the finance industry. Matthew Romeo 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
Philip J. Wallin
CRD#: 6175669
114 North 3rd Street, Richmond, VA 23219
90
Wealthminder
score

Philip Wallin (CRD# 6175669) is an Investment Advisor Representative working at Atlas Financial in Richmond, VA and has 1 year of experience in the finance industry. Philip Wallin 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.

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