Atlas Asset Management LLC

Atlas Asset Management LLC (CRD# 173561) is a financial advisory firm headquartered in Guaynabo, PR. They manage $255,114,987 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $42,519,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

PR

Financial Advisors at Atlas Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul X. Hopgood Morales
CRD#: 4850093
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968

Paul Hopgood Morales (CRD# 4850093) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 17 years of experience in the finance industry.

2
Jaime Pandal Fernandez
CRD#: 5500910
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968

Jaime Pandal Fernandez (CRD# 5500910) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 12 years of experience in the finance industry.

3
Mario E. Rodriguez Banuchi
CRD#: 6777582
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968

Mario Rodriguez Banuchi (CRD# 6777582) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 7 years of experience in the finance industry.

4
Ana R. Suarezpesante
CRD#: 2663475
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968

Ana Suarezpesante (CRD# 2663475) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 22 years of experience in the finance industry.

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