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Building 2THE ATLAS FINANCIAL GROUP

Map pinMIAMI, FL
Phone786 233 6233
NotebookSEC #801-128415
Total AUM
$174.9M
Employees
4
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 BISCAYNE BOULEVARD
SUITE 501
MIAMI
FL 33137
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
786 233 6233

ReceiptFinancials

Total AUM
$174.9M
Accounts
71
Discretionary
$33.3M
Accounts
67
Non-Discretionary
$141.6M
Accounts
4

ContactClients

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Individual Clients
35
AUM
$6.2M
HNW Individual Clients
34
AUM
$29.4M
Banking Clients
1
AUM
$138.7M
Corporation or Business Clients
1
AUM
$690.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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