Atlas Brokerage Company, L.P. (Washington)


Atlas Brokerage Company, L.P. is a large advisory firm based in Washington. It manages $26.95 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, California, Colorado, and 27 other states.

Atlas Brokerage Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlas Brokerage Company: assets under management

The assets under management (AUM) of Atlas Brokerage Company, L.P. is $26.95 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.79 million in discretionary accounts and $2.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $431.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlas Brokerage Company, L.P. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Atlas Brokerage Company, L.P.

Clifford Michael Mccormick has been acting as President since 1 Oct 1999. Llc Blue Vase Holdings joined the executive team most recently as the Limited Liability Company.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jon William Erdner Agent - g.p. 1 Dec 1998 50% - 75% 847344
Inc. Erdner Enterprises Shareholder 1 Dec 1998 Other 25-1775393
Clifford Michael Mccormick President/finop/shareholder 1 Oct 1999 25% - 50% 1566236
Brian Edward Fisher Secretary, municipal principal, senior registered options principal 1 Oct 1999 Other 3253170
Gary Thomas Jeffers Financial and operations principal 1 Jan 2002 Other 4193699
Susan Louise Holmes Chief compliance officer, senior options principal 1 Jan 2002 Other 2447692
Clifford Michael Mccormick President 1 Dec 2003 25% - 50% 1566236
Brian Edward Fisher Vice president, secretary, municipal principal, operations principal 1 Dec 2003 25% - 50% 3253170
Susan Louise Holmes Chief compliance officer, senior options principal 1 Dec 2003 Other 2447692
Scott Timothy Dooley Supervising trading principal 1 Dec 2003 Other 4225054
Timothy Alan Gerwing It dept 1 Dec 2003 Other 4594031
Llc Blue Vase Holdings Limited liability company 1 Jan 2004 Other 16-1671225

Based in Washington

The principal office where Atlas Brokerage Company, L.P. performs its advisory services is located at 1720 Washington Rd, Washington, PA 15301 The mailing address of the firm is Po Box 837, Washington, PA 15301. An additional office of the firm is in Greenwood, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-743-7900 or by fax 724-745-6895. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.atlasbd.com.

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