Atlas Asset Management LLC

Atlas Asset Management LLC (CRD# 173561) is a financial advisory firm headquartered in Guaynabo, PR. They manage $393,098,910 in 10 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
    393
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $39,309,891
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
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Atlas Asset Management LLC
Showing 1 - 3 of 3 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 19 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 14 years of experience in the finance industry.

3
Ana Suarez, financial advisor Guaynabo PR
Ana R. Suarez
CRD#: 2663475
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR 00968

Ana Suarez (CRD# 2663475) is an Investment Advisor Representative working at Atlas Asset Management LLC in Guaynabo, PR and has over 24 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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