THE ATLAS FINANCIAL GROUP

Latest filing: Mar 13, 2024 (399 days ago)
View on IAPD
Adviser Website

AUM

$187,675,129
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

MIAMI, FL
3050 BISCAYNE BOULEVARD, MIAMI, FL, UNITED STATES, 33137

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.2
Total $0.2
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.2
Total $0.2
Retail Accounts AUM
Individual 29 $0.0
Average Individual AUM $181,148
HNW 25 $0.0
Average HNW AUM $1,109,640
Retail Total 54 $0.0
Average Retail AUM $611,005

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STONEX FINANCIAL INC. WINTER PARK-FL-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.0
Institutional SMA AUM $0.2
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FINISTERRE HEDGE FUND LP $0.0 328395

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
MONTIEL, CRISTINA MANAGING DIRECTOR / CCO
ALAYO RIERA, LUIS, JACOB DIRECTOR & PRINCIPAL

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
CRISTINA ALAYO MIAMI FL S65|2020-02-27
LUIS ALAYO RIERA MIAMI FL S63|1998-02-02|S66|2006-01-17

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.2 $0.0 0% 3 0 0%
2024-04-02 $0.2 $0.0 0% 3 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL-04/16/2020
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV