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Atlas Asset Management LLC
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CRD # | 173561 |
SEC # | 801-119872 |
CIK # | |
AUM | $393.1 MM (2024-05-09) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 787-781-1301 |
Address | Buchanan Office Center 40 Carr 165 Guaynabo, PR 00968-8022 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 2 | 18.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 77.3 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 7 | 297.8 |
Total | 10 | 393.1 |
By Discretionary | ||
Discretionary | 2 | 82.7 |
Non-Discretionary | 8 | 310.4 |
Total | 10 | 393.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 393.1 | |
Total | 10 | 393.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Strongbox Wealth LLC
✚
|
MO | 0.4 |
Pineridge Advisors LLC
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|
MO | 0.4 |
Prentice Wealth Management LLC
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|
NY | 0.4 |
ETFidea LLC
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|
NY | 0.4 |
Sutton Wealth Advisors Inc
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|
FL | 0.4 |
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
MAIA Wealth LLC
✚
|
CO | 0.4 |
Ceeto Capital Group LLC
✚
|
FL | 0.4 |
DDFG Inc
✚
|
CA | 0.4 |
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.4 |