Atlas Peak Advisors, Inc.

Atlas Peak Advisors, Inc. (CRD# 169648) is a financial advisory firm headquartered in Incline Village, NV. They manage $70,318,235 in 200 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $351,591
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
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 - 1 of 1 top financial advisors.
1
Erin R. Anderson
CRD#: 6133257
Incline Village, NV

Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry.

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