Atlantis Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 160462
- Registered since
- March 26, 2012
- Website
- atlantisasset.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantis Asset Management, LLC is an independent, New York–registered limited liability company that provides discretionary portfolio management primarily to individual and family clients. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals/small businesses as well as for businesses or institutions among its core activities. Atlantis reports a conventional equity-oriented preference and does not identify itself as an ESG investor or a multi-state adviser. Ownership is noted as a combination of domestic entity and individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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