Atlantis Asset Management, LLC

Atlantis Asset Management, LLC (CRD# 160462) is a financial advisory firm headquartered in , . They manage $25,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.atlantisasset.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $714,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Atlantis Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Duncan Burke, financial advisor New York NY
Duncan G. Burke
CRD#: 35711
New York, NY

Duncan Burke (CRD# 35711) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 31 years of experience in the finance industry.

2
Michael Cohn, financial advisor New York NY
Michael D. Cohn
CRD#: 1743568
New York, NY

Michael Cohn (CRD# 1743568) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 36 years of experience in the finance industry.

3
John Connolly, financial advisor New York NY
John D. Connolly
CRD#: 1914820
New York, NY

John Connolly (CRD# 1914820) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals