ATLAS ASSET MANAGEMENT LLC

Tel: 787 781-1301 Buchanan Office Center 40 Carr 165 Suite 201 Guaynabo, Puerto Rico 00968-8022

About ATLAS ASSET MANAGEMENT LLC

ATLAS ASSET MANAGEMENT LLC is a Guaynabo, Puerto Rico based financial advisory firm with nearly $333,982,565 in assets under management and provides investment advisory services for 13 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

173561

Firm SEC#:

801-119872

Assets Under Management:

$333,982,565

No. of Clients:

13

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Puerto Rico?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Puerto Rico, Guaynabo

FirmCRD#:318328
SEC#:801-123218
No. of Advisors:1
No. of Clients:4
AUM:$2,121,342,058
FirmCRD#:147546
SEC#:801-110235
No. of Advisors:11
No. of Clients:805
AUM:$697,771,861
FirmCRD#:316384
SEC#:801-128408
No. of Advisors:15
No. of Clients:1
AUM:$603,957,947
FirmCRD#:324104
SEC#:801-130757
No. of Advisors:2
No. of Clients:2
AUM:$587,218,392
FirmCRD#:167237
SEC#:801-88171
No. of Advisors:7
No. of Clients:220
AUM:$423,636,050
FirmCRD#:131558
SEC#:801-121280
No. of Advisors:3
No. of Clients:1
AUM:$374,368,239
FirmCRD#:287921
SEC#:801-116861
No. of Advisors:2
No. of Clients:1
AUM:$288,741,739
FirmCRD#:305222
SEC#:801-117622
No. of Advisors:2
No. of Clients:51
AUM:$146,344,769
FirmCRD#:283447
SEC#:801-130789
No. of Advisors:27
No. of Clients:7
AUM:$118,017,674

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.