THE ATLAS FINANCIAL GROUP

3050 Biscayne Boulevard
Suite 501
Miami, Florida 33137
Tel: 786 233 6233

About THE ATLAS FINANCIAL GROUP

THE ATLAS FINANCIAL GROUP, formally registered with the SEC as THE ATLAS FINANCIAL GROUP. The firm was established in 07/27/2023. They have over 1 offices throughout the country.

THE ATLAS FINANCIAL GROUP is a Miami, Florida based Financial Planning firm with nearly $187,675,129 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306849
SEC#	801-128415
Assets Managed by Firm	$187,675,129
No. of Clients	66
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	66	$187,675,129
Individuals (other than high net worth individuals)	29	$5,253,298
High net worth individuals	25	$27,740,988
Corporations or other businesses	1	$616,687

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