ATLAS FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL ADVISORS, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 285580). Regulatory assets under management: $69.7M.

Registration

• CRD: 285580
• Type: Registered investment adviser
• Location: 4800 T-REX AVE, BOCA RATON, FL, 33431
• Phone: 561-717-9039
• Latest filing: 2026-03-31
• Regulatory AUM: $69.7M
• Discretionary AUM: $69.7M
• Clients: 5
• Accounts: 122

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285580 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search