Atlas Asset Management LLC

Atlas Asset Management LLC (CRD# 173561) is a financial advisory firm headquartered in Guaynabo, PR. They manage $24,706,241 in 1 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
    25
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $24,706,241
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
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 - 2 of 2 top financial advisors.
1
Jaime Pandal Fernandez, financial advisor Guaynabo PR
Jaime Pandal Fernandez
CRD#: 5500910
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968
93
Wealthminder
score

Jaime Pandal Fernandez (CRD# 5500910) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 8 years of experience in the finance industry.

2
Paul Hopgood Morales, financial advisor Guaynabo PR
Paul X. Hopgood Morales
CRD#: 4850093
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968
83
Wealthminder
score

Paul Hopgood Morales (CRD# 4850093) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 13 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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