Atlas Financial Services Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2020

Year Founded

  • Professionals
  • 1

Professionals

Atlas Financial Services General Information

Description

Atlas Financial Services is a wealth management firm based in Los Angeles, California. Established in 2020, the firm provides comprehensive financial planning, portfolio management, and family office services. The assets are managed by the executive management team.

Contact Information

Website
atlasfinancial.com
Formerly Known As
Trading.TV
Year Founded
2020
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founder, Chief Executive Officer & Board Member
Email
to
Phone
+1 (805)
Corporate Office
  • 12121 West Olympic Boulevard
  • Suite 2067
  • Los Angeles, CA 90064
  • United States
+1 (805)

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Atlas Financial Services Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Atlas Financial Services Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Atlas Financial Services Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
ATFS Advisers Frisco, TX 2022

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