Atlas Peak Advisors, Inc.

Atlas Peak Advisors, Inc. (CRD# 169648) is a financial advisory firm headquartered in Incline Village, NV. They manage $45,547,434 in 84 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $542,231
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
  • Pension consulting services
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, MA, NV, NY, RI

Financial Advisors at Atlas Peak Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Erin R. Anderson
CRD#: 6133257
761 Milky Way Ct #e, Stateline, NV 89449
98
Wealthminder
score

Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Stateline, NV and has over 5 years of experience in the finance industry.

2
Lee P. Krasner
CRD#: 2402145
Rehoboth, MA
93
Wealthminder
score

Lee Krasner (CRD# 2402145) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Rehoboth, MA and has over 24 years of experience in the finance industry.

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