RIA Intelligence

ATLAS ASSET MANAGEMENT LLC

CRD #173561 SEC #801-119872 GUAYNABO, PR 787 781-1301
SEC Registered
Total AUM
$700.6M
Discretionary
$393M
Employees
3
Clients
0
Accounts
19

AUM Over Time

DateDec 2025
Total AUM$700.6M
Discretionary$393M
Non-Disc.$307.7M
Employees3
Clients0
DateFeb 2025
Total AUM$334M
Discretionary$87.5M
Non-Disc.$246.5M
Employees3
Clients0
DateFeb 2025
Total AUM$334M
Discretionary$87.5M
Non-Disc.$246.5M
Employees3
Clients0
DateJan 2025
Total AUM$334M
Discretionary$87.5M
Non-Disc.$246.5M
Employees3
Clients0
DateMay 2024
Total AUM$393.1M
Discretionary$82.7M
Non-Disc.$310.4M
Employees3
Clients0
DateFeb 2024
Total AUM$393.1M
Discretionary$82.7M
Non-Disc.$310.4M
Employees3
Clients0
DateJan 2024
Total AUM$393.1M
Discretionary$82.7M
Non-Disc.$310.4M
Employees3
Clients0
DateJan 2023
Total AUM$373.5M
Discretionary$80.8M
Non-Disc.$292.7M
Employees3
Clients0
DateDec 2021
Total AUM$255.1M
Discretionary$105.3M
Non-Disc.$149.8M
Employees3
Clients0
DateJul 2021
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees3
Clients0