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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Asset Management LLC
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| CRD # | 173561 |
| SEC # | 801-119872 |
| CIK # | |
| AUM | $334.0 M (2025-02-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 787-781-1301 |
| Address | Buchanan Office Center 40 Carr 165 Guaynabo, PR 00968-8022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 13.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 81.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 14.6 |
| (n) Other | 6 | 224.7 |
| Total | 13 | 334.0 |
| By Discretionary | ||
| Discretionary | 6 | 87.5 |
| Non-Discretionary | 7 | 246.5 |
| Total | 13 | 334.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.0 | |
| Total | 13 | 334.0 |
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|---|---|---|
|
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✚
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NJ | 0.3 |
|
My Personal CFO LLC
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WA | 0.3 |
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GA | 0.3 |
|
Income Focus Portfolio Management LLC
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WY | 0.3 |
|
Meredith Wealth Planning LLC
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IL | 0.3 |
|
Birch Run Investments LLC
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|
PA | 0.3 |
|
Compass Financial Services Inc
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|
IA | 0.3 |
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Carnegie Wealth Management LLC
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|
PA | 0.3 |
|
Excel Financial LLC
✚
|
MN | 0.3 |