Atlas One Capital Management, LLC

Atlas One Capital Management, LLC (CRD# 127448) is a financial advisory firm headquartered in Miami, FL. They manage $563,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $8,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

FL

Financial Advisors at Atlas One Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jose F. Ortega
CRD#: 5137925
200 South Biscayne Boulevard, Suite 1860, Miami, FL 33131
93
Wealthminder
score

Jose Ortega (CRD# 5137925) is an Investment Advisor Representative working at Atlas One Capital Management, LLC in Miami, FL and has over 9 years of experience in the finance industry.

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