Atlas Investment Advisory LLC

Atlas Investment Advisory LLC (CRD# 284935) is a financial advisory firm headquartered in , . They manage $40,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $571,429
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, LA

Financial Advisors at Atlas Investment Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Frank, financial advisor Milton GA
Robert L. Frank
CRD#: 4519643
Milton, GA

Robert Frank (CRD# 4519643) is an Investment Advisor Representative working at Atlas Investment Advisory LLC in Milton, GA and has over 21 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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