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).

Current Firm Details
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968
http://www.atlasam.com
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 Hopgood Morales, financial advisor Guaynabo PR
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, financial advisor Guaynabo PR
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 Rodriguez Banuchi, financial advisor Guaynabo PR
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 Suarezpesante, financial advisor Guaynabo PR
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.

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.

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