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| Keyboard |
| Atlas Asset Management LLC
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|---|---|
| CRD # | 173561 |
| SEC # | 801-119872 |
| CIK # | |
| AUM | 700.6 M (2025-12-18) |
| 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 | 13.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 387.6 |
| (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 | 12 | 299.2 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 700.6 |
| By Discretionary | ||
| Discretionary | 12 | 393.0 |
| Non-Discretionary | 7 | 307.7 |
| Total | 19 | 700.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.6 | |
| Total | 19 | 700.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
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PA | 699.4 M |
|
Tempus Wealth Planning LLC
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CA | 699.4 M |
|
Lafise Global Advisors LLC
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FL | 699.0 M |
|
Hamilton Wealth LLC
✚
|
CA | 697.8 M |