Atlas Asset Management LLC

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Assets, Funds, Holdings

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Atlas Asset Management LLC
CRD #173561
SEC #801-119872
CIK #
AUM $393.1 MM (2024-05-09)
Employees 3 (67% Investors, 0% Brokers)
Phone787-781-1301
AddressBuchanan Office Center 40 Carr 165
Guaynabo, PR 00968-8022
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608002009201420192025
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
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MO 0.4
Prentice Wealth Management LLC
NY 0.4
ETFidea LLC
NY 0.4
Sutton Wealth Advisors Inc
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
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