ATLANTES FINANCIAL ADVISORS

Overview

Atlantes Financial Advisors is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm charges a combination of percentage-of-AUM, hourly, and fixed fees, and offers both discretionary and non-discretionary management. Atlantes is not structured as a capital allocator, does not operate as a multi-state adviser, and is not identified as an active ESG investor. Its affiliation with an insurance company suggests integration of insurance-based solutions into client planning and investment choices. Investment activity centers on equity exposure delivered primarily through exchange-traded vehicles. The adviser maintains a small-client, high-net-worth profile and blends standard mutual fund and annuity products into client portfolios alongside direct equity allocations. Advisory services emphasize tailored financial planning and individually managed portfolios rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices