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ATLAS FINANCIAL PLANNING, LLC
ATLAS FINANCIAL PLANNING, LLC
ATLAS INVESTMENT ADVISORS
ALPHARETTA, Georgia
·
2 registered advisors
·
CRD# 324861
SEC# 801-129830
3
770-336-6805
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ATLAS FINANCIAL PLANNING, LLC
2 registered advisors
George Christian Mauser
ALPHARETTA, Georgia
CRD# 5894853
Rebecca Outten Richardson
ALPHARETTA, Georgia
CRD# 7308252
05
Office Locations
ALPHARETTA, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. ATLAS FINANCIAL PLANNING, LLC (CRD# 324861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.