Atlantis Asset Management, LLC

Atlantis Asset Management, LLC (CRD# 160462) is a financial advisory firm headquartered in New York, NY. They manage $65,224,000 in 280 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $232,943
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NJ, NY, RI

Financial Advisors at Atlantis Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Duncan G. Burke
CRD#: 35711
5 Penn Plaza, 14th Floor, New York, NY 10001
93
Wealthminder
score

Duncan Burke (CRD# 35711) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

2
Michael M. George
CRD#: 220914
5 Penn Plaza, 14th Floor, New York, NY 10001
93
Wealthminder
score

Michael George (CRD# 220914) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

3
Jeffrey B. Pereira
CRD#: 4315596
5 Penn Plaza, 14th Floor, New York, NY 10001
93
Wealthminder
score

Jeffrey Pereira (CRD# 4315596) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 16 years of experience in the finance industry.

4
Elias Tsoukantas
CRD#: 5766017
5 Penn Plaza, 14th Floor, New York, NY 10001
93
Wealthminder
score

Elias Tsoukantas (CRD# 5766017) is an Investment Advisor Representative working at Atlantis Asset Management, LLC in New York, NY and has over 7 years of experience in the finance industry.

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