https://www.linkedin.com/company/atlas-principals-llc • CHARLOTTE, NC • Investment Advisor How do I update this listing?
Atlas Principals is based out of Charlotte. Atlas Principals is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $110,361,721 (Form ADV from 2019-08-22). Their last reported 13F filing for Q4 2019 included $276,136,000 in managed 13F securities and a top 10 holdings concentration of 67.06%. Atlas Principals's largest holding is SPDR S&P 500 ETF Trust with shares held of 270,000. Whalewisdom has at least 1 13F filings