ATLAS ASSET MANAGEMENT LLC - Financial Advisor in Puerto Rico, Guaynabo

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:

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MISSION PRIME LLC

318328

801-123218

$2,121,342,058

FREEDOM ADVISORY

147546

801-110235

805

$697,771,861

THE PHOENIX FUND ADVISOR LLC

316384

801-128408

$603,957,947

CONNELLY CAPITAL MANAGEMENT LLC

324104

801-130757

$587,218,392

X-SQUARE CAPITAL

167237

801-88171

220

$423,636,050

UNIVERSAL FINANCIAL SERVICES INC.

131558

801-121280

$374,368,239

ARCO GLOBAL MANAGEMENT, LLC

287921

801-116861

$288,741,739

VAUBAN WEALTH MANAGEMENT

305222

801-117622

$146,344,769

SYGNUS CAPITAL PR LLC

283447

801-130789

$118,017,674

Explore More Financial Advisor Firms in Guaynabo, Puerto Rico >>