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Home > Retirement Planners > puerto rico > guaynabo > ATLAS ASSET MANAGEMENT LLC
ATLAS ASSET MANAGEMENT LLC
Buchanan Office Center 40 Carr 165
Suite 201
Guaynabo, Puerto Rico 00968-8022
Tel: 787 781-1301
About ATLAS ASSET MANAGEMENT LLC
ATLAS ASSET MANAGEMENT LLC, formally registered with the SEC as ATLAS ASSET MANAGEMENT LLC. The firm was established in 11/27/2020. They have over 1 offices throughout the country.
ATLAS ASSET MANAGEMENT LLC is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $333,982,565 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173561 |
| SEC# | 801-119872 |
| Assets Managed by Firm | $333,982,565 |
| No. of Clients | 13 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $333,982,565 |
| High net worth individuals | 1 | $13,278,858 |
| Corporations or other businesses | 5 | $14,626,909 |
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