The Atlas Financial Group

The Atlas Financial Group (CRD# 306849) is a financial advisory firm headquartered in Miami, FL. They manage $187,675,129 in 66 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
    188
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $2,843,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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 26 years of experience in the finance industry.

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

Cristina Alayo (CRD# 7172328) is an Investment Advisor Representative working at The Atlas Financial Group in Miami, FL and has over 4 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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