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
3050 Biscayne Boulevard, Suite 501, Miami, FL 33137
https://www.theatlasfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $2,425,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, PR

Financial Advisors at The Atlas Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Luis Alayo Riera, financial advisor Miami FL
Luis J. Alayo Riera
CRD#: 2678703
3050 Biscayne Boulevard, Suite 501, Miami, FL 33137

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.

2
Cristina Montiel, financial advisor Miami FL
Cristina Montiel
CRD#: 7172328
3050 Biscayne Boulevard, Suite 501, Miami, FL 33137

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.

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 The information may be inaccurate, incomplete or outdated.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

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