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Atlas Legacy Advisors LLC

● SEC registered since 2024CRD 329888SEC# 801-129575Los Angeles, CA
Export (members)
Reg. AUM
$629.8M
Employees
6
Accounts
730
Location
Los Angeles, CA

Atlas Legacy Advisors LLC assets under management

Atlas Legacy Advisors LLC is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2024. It reports $629.8 million in regulatory assets under management and employs 6 people.
www.atlaslegacy.comView on SEC.gov ↗

Atlas Legacy Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
Bm Atlas Legacy, Inc. ControlMember5-10%2024
Bryan Gregory Molinar ControlMember/Chief Compliance OfficerUnder 5%2024
Marc M Rosenbach ControlMember/Founder/Managing PartnerUnder 5%2024
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Frequently asked questions

How much does Atlas Legacy Advisors LLC manage?

Atlas Legacy Advisors LLC reports $629.8 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Legacy Advisors LLC have?

Atlas Legacy Advisors LLC reports 6 employees.

Where is Atlas Legacy Advisors LLC located?

Atlas Legacy Advisors LLC is based in Los Angeles, CA and has been SEC-registered since 2024.

Does Atlas Legacy Advisors LLC disclose fund performance?

Atlas Legacy Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1999 Avenue of the Stars, Suite 3350, Los Angeles, CA 90067
Phone310-707-1275
Office hours6:30- 3:30 Pt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$621.6M
Non-discretionary$8.2M
Total (RAUM)$629.8M