Atlantis Asset Management, LLC

RIAState Registered
Total AUM
$24.9M
Discretionary
$24.9M
100% of AUM
Avg account
$922K
Accounts
27
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
160462
Registered since
March 26, 2012
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, US Government Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 1%86%
  • Exchange Traded Equities86%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms