Top financial advisors in Ft Wayne, IN
We’ve curated a list of the best financial advisors in Ft Wayne, take a look at it below
Find an advisor in Ft Wayne| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $395,304,449 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Ft Wayne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ft Wayne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Atlas Capital Management Corp
Atlas Capital Management Corp is a financial advisory firm based in Ft Wayne, Indiana. It currently has approximately $395,304,449 of assets under management and employs about 9 people. Atlas Capital Management Corp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$395,304,449
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-47277
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.