The Atlas Financial Group
The Atlas Financial Group (CRD# 306849) is a financial advisory firm headquartered in Miami, FL. They manage $184,345,014 in 76 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management184MILLION
Total Number of Accounts76ACCOUNTS
Average Account Value$2,425,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered Investment Advisor
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.
Financial Advisors at The Atlas Financial Group
Luis Alayo Riera (CRD# 2678703) is an Investment Advisor Representative working at The Atlas Financial Group in Miami, FL and has over 25 years of experience in the finance industry.
Cristina Montiel (CRD# 7172328) is an Investment Advisor Representative working at The Atlas Financial Group in Miami, FL and has over 3 years of experience in the finance industry.
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