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Jeffrey Alan Cerny

ATLAS WEALTH MANAGEMENT GROUP, LLC·LAGUNA HILLS, California
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23046 AVENIDA DE LA CARLOTA, LAGUNA HILLS, CA 92653CRD# 4744213Firm CRD# 173161
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About

Jeffrey Alan Cerny is a registered financial advisor based in LAGUNA HILLS, California, affiliated with ATLAS WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATLAS WEALTH MANAGEMENT GROUP, LLC
ATLAS WEALTH MANAGEMENT GROUP, LLC
AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ATLAS WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4744213
Firm CRD# 173161
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Alan Cerny offer?
Jeffrey Alan Cerny specializes in Financial Planning, Investment Management. Contact their office in LAGUNA HILLS, California for a consultation.
What are Jeffrey Alan Cerny's credentials?
Jeffrey Alan Cerny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Cerny located?
Jeffrey Alan Cerny is based in LAGUNA HILLS, California, working with ATLAS WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Jeffrey Alan Cerny charge for services?
Jeffrey Alan Cerny's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS WEALTH MANAGEMENT GROUP, LLC?
ATLAS WEALTH MANAGEMENT GROUP, LLC has approximately 2 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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