Atlas Lifestyle Planning Group LLC

Atlas Lifestyle Planning Group LLC (CRD# 305278) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $230,000 in 12 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5020 E. Shea Blvd., Suite 200, Scottsdale, AZ 85254
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $19,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IA, IL, TX, WY

Financial Advisors at Atlas Lifestyle Planning Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Abbate, financial advisor Scottsdale AZ
Michael J. Abbate
CRD#: 4091287
5020 E. Shea Blvd., Suite 200, Scottsdale, AZ 85254

Michael Abbate (CRD# 4091287) is an Investment Advisor Representative working at Atlas Lifestyle Planning Group LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

2
Troy Reeder, financial advisor Englewood CO
Troy E. Reeder
CRD#: 4878065
116 Inverness Dr. E, Suite 205, Englewood, CO 80112
Troy Reeder (CRD# 4878065) is an Investment Advisor Representative working at Atlas Lifestyle Planning Group LLC in Englewood, CO and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals