$58.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
123 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- SummitPioneer vital
- Established Date
- 11-30-2007
- Office Locations
- 1
Office Locations
District View THE Work Place 450 AVE DE LA Constitucion STE 200 SAN Juan PR
About Atlantis Investment Coaching, LLC
Atlantis Investment Coaching, LLC is a SAN Juan-based RIA. The firm has been operating for 18 years. Managing $58.4M in total assets under management, with 3 advisory representatives. They custody assets with Axos and Pershing. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$475.0K AVG AUM / CLIENT
7.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Request access to benchmark trends tied to fusion.
Request access to benchmark trends tied to fusion.
Open the full profile to inspect shifts in capital prime.
Request access to benchmark trends tied to foundation.
Full visibility includes strategy notes for legacy alpha unison.
Upgrade to reveal position-level detail across foundation momentum.
Unlock to compare peer behavior around quantum summit.
Request access to benchmark trends tied to crest.
Asset Classes
Quantum Zenith
Client Personas
Ember eagle
Custodian
Fusion harbor Horizon
Investment Themes
Atlas Delta Horizon pathway
Investment Vehicles
Capital oak
Services
Horizon Horizon Momentum Foundation Fusion
Technology
Capital zenith Crest matrix
Owner & Executives
O
OMAR PEREIRA
Managing Member, President
- CRD
- #4517833
- Ownership
- 75% or more
(946) 631-1936
unison.insight@alphacapital.com
in linkedin.com/in/fusion-wave
Showing 1 of 1 owners & executives
Unlock allContacts
M
Manuel Lopez-Mendez
--
- CRD
- #7731389
(477) 748-6586
catalyst.ember@deltacapital.com
in linkedin.com/in/frontier-legacy
A
Alejandro Gabriel Santiago
--
- CRD
- #6777809
(791) 732-7174
insight.signal@eaglecapital.com
in linkedin.com/in/ridge-summit
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,426,773 | -- |
| Total | $58,426,773 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,426,773
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,990,974,883 | 100.0% |
| Total | $2,990,974,883 | 100.0% |