Atlas Financial Advisors is an investment advisor in Oroville with $149.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
454220029
SEC advisor number
801-120944
FINRA CRD number
160276
AUM ?
$106.02 mm
(as of 14 Mar 24)
Accounts
936
(as of 14 Mar 24)
Employees
5
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Apr 22