Atlas Asset Management Forex Broker keeps up-to-date with the latest trading account information, including EXECUTIVE, PREMIUM, Classic, BASIC maximum leverage of --, trading varieties, and more
Rating Index
Pros
Strong advisor-to-client ratio (1:3), ensuring personalized attention and service.
No disciplinary or conflict alerts, indicating a clean regulatory history and ethical practices.
Certified B Corporation™, demonstrating a commitment to social responsibility and prioritizing people over profits.
Cons
Limited service area, as they currently only serve clients in one state (Puerto Rico), which may restrict access for potential clients elsewhere.
High average client balance ($39.3 million), which may make them less accessible for average investors or those with smaller portfolios.
Potential conflicts related to performance-based fees, which could incentivize higher risk-taking in investment strategies.
Atlas Asset Management broker Accounts
EXECUTIVE
PREMIUM
Classic
BASIC
Atlas Asset Management Account Type
Atlas Asset Management offers various account types tailored to meet the diverse needs of investors. The firm primarily manages assets for high net worth individuals and investment companies. The average client balance is approximately $39.3 million, with total assets under management (AUM) reported at $393.1 million. The accounts can be categorized based on client types, which include:
- High Net Worth Individuals:
- Number of Clients: 2
- AUM: $11.3 million
- Investment Companies:
- Number of Clients: 1
- AUM: $77.5 million
- Other Investment Vehicles:
- Number of Clients: 8
- AUM: $284.7 million
Visit the Official Website: Start by navigating to the Atlas Asset Management website.
Fill Out the Registration Form: Complete the online registration form with your personal details, including your name, address, and identification information.
Risk Profiling: Provide information regarding your investment goals and risk tolerance to help the firm tailor its services to your needs.
Investment Details: Specify the type of investments you are interested in, such as stocks, bonds, or mutual funds.
Submit Your Application: After filling in all the necessary details, submit your application for review.
Account Approval: Once your application is processed, you will receive confirmation of your account setup, allowing you to start trading.
The firm does not cater to individuals other than high net worth individuals, banking institutions, or pension plans, focusing instead on pooled investment vehicles and other categories.
Atlas Asset Management Broker Account Opening Process
Opening a broker account with Atlas Asset Management involves a straightforward process. Here are the steps to follow:
For more specific details, including any required documentation and fees, it is advisable to check the firm's official resources or contact their support team directly.
Atlas Asset Management Similar Broker Accounts
Explore broker markets account types: forex/trading accounts with demo access.