Atlas Capital Advisors

EST. AUM
$1,148,644,385

CONTACTS
3

CLIENT ACCOUNTS
409

Firm Details

Metro area San Francisco
CRD Number 127036
Website atlasca.com
Client types

Overview

Atlas Capital Advisors is an independent, privately owned investment advisory firm based in San Francisco, California, founded in 2003 by Jonathan Tunney, CFA. The firm provides systematic, tax-efficient investment advice to individuals and institutions, managing client assets under discretionary arrangements. Atlas focuses on personalized, separately managed accounts tailored to meet client objectives, and it does not manage commingled fund vehicles or mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Atlas Capital Advisors

Platform Details

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