ATLAS ASSET MANAGEMENT LLC
SEC RegisteredWe are an experienced team in the area of finance and investment committed to providing sound financial advice.
About the firm
Atlas Asset Management was founded in 2014 with the commitment to provide sound and thorough investment advice without compromising ethical standards. The firm strives to add value for individual and institutional investors through strong macro-economic analytics with an emphasis on minimizing unsystematic risks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separate managed accounts with customized portfolios, U.S. Tactical Income Fund (flexible fixed-income strategy), U.S. Government Money Market Fund (capital preservation via U.S. government-backed securities), Puerto Rico tax-free funds for Puerto Rico residents, investor education resources, and market commentary.
Who they serve
Individual and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $14M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 Million | 1.25% |
| Greater than $25 Million | 0.05% |
Data as of December 18, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATLAS ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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