Kenneth
Frier

Atlas Capital Advisors Inc

CRD#5339893
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kenneth Frier is a financial advisor based in San Francisco, California, working with Atlas Capital Advisors Inc. Kenneth has previously held positions at Uaw Retirement Benefits Trust, Atlas Capital Advisors LLC, Secor Asset Management, and Atlas Capital Advisors. Kenneth is registered to provide services in California. Currently, Kenneth is part of Atlas Capital Advisors Inc, which operates out of San Francisco, California. The firm has 9 employees and manages assets totaling $909.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Atlas Capital Advisors Inc includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

38 Keyes Ave Suite 200
San Francisco, CA 94129

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Atlas Capital Advisors Inc Brokerage Details

Total Assets Under Management

$908,991,000

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

472

CA Average: 3,727
Average Account Size

$1,925,828

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kenneth Frier Work History

2021 - Present (3 years)

Atlas Capital Advisors

2017 - 2021 (4 years)

Secor Asset Management

2015 - 2016 (1 year)

Atlas Capital Advisors LLC

2012 - 2014 (2 years)

Uaw Retirement Benefits Trust

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kenneth Frier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atlas Capital Advisors Inc

Daniel Krebs
San Francisco, CA
John Baker
San Francisco, CA
Kenneth Frier
San Francisco, CA
Albert Gutierrez
San Francisco, CA
Michael Bodnyk
Vancouver, WA
Leslie Krampert
San Francisco, CA
Jonathan Tunney
San Francisco, CA
Marc Roth
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started