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Building 2ATLAS ASSET MANAGEMENT LLC

Map pinGUAYNABO, PR
Phone787 781-1301
NotebookSEC #801-119872
Total AUM
$700.6M
Employees
3
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BUCHANAN OFFICE CENTER 40 CARR 165
SUITE 201
GUAYNABO
PR 00968-8022
United States
Operating Hours
8:00 - 6:00
Monday - Friday
Phone
787 781-1301

ReceiptFinancials

Total AUM
$700.6M
Accounts
19
Discretionary
$393M
Accounts
12
Non-Discretionary
$307.7M
Accounts
7

ContactClients

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HNW Individual Clients
1
AUM
$13.8M
Investment Company Clients
6
AUM
$387.6M
Corporation or Business Clients
12
AUM
$299.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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