ATFS LLC

Adviser information for ATFS LLC last updated from Form ADV on June 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Oklahoma, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planning
Compensation % of AUMFixed feesSALARY

Identifiers

SEC RIA File Number 801-128376
SEC ERA File Number 801-128376
SEC CIK Numbers None
SEC CRD Numbers 327085
Legal Entity Identifier None

Principal Office

4313 N WALNUT AVE
BROKEN ARROW
OK
United States
BY APPOINTMENT, 3:00 - 7:00
Tel: 9183840000, Fax: 9185508187

Chief Compliance Officer

BRET TRAVIS
4313 N WALNUT AVE
BROKEN ARROW
OK
United States
Tel: 9183840000
(Full email address available in API data)

Industry Affiliates

MELIA WEALTH LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TRAVIS, BRET, EUGENE Individual CCO 06/2019 > 75%

No. Employees, Historic

1050202320241 on 6/21/20231 on 6/28/2023