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Atlas Legacy Advisors

EST. AUM
$715,008,713

CONTACTS
2

CLIENT ACCOUNTS
701

Firm Details

Metro area Los Angeles
CRD Number 329888
Website atlaslegacy.com
Client types

Overview

The journey of Atlas Legacy Advisors began over 30 years ago by founder Marc Rosenbach. Over the ensuing decades, the firm has cultivated the skills and experience necessary to protect the wealth and manage the dynamics of high-net-worth families. Atlas Legacy Advisors is a team of highly experienced and accomplished wealth advisors and client services professionals working in unison to provide clients an exceptional experience. Atlas Legacy Advisors was strategically created as an independent firm to provide its clients with a fiduciary experience and comprehensive financial planning. Its independence allows it to use an open-architecture investment platform to uncover growth opportunities, and the firm is supported by world-class technology that delivers a simplified and transparent client experience.

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Alternative Activity

Address

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

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