THE ATLAS FINANCIAL GROUP
Miami, United States · CRD 306849
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$174.9m
- Main clients (by assets)Banks 79%, High net worth individuals 17%, Individuals 4%
- Websitetheatlasfinancialgroup.com
- Form ADV · 2026-03-25SEC adviser record
- Kindinstitutions
- Others nearbyMiami, FL
As an employer
- Staff (Form ADV)4 · 1 in investment roles
- Offices in1 country