Atlantis Investment Coaching, LLC

RIAState Registered

Total AUM

$58.4M

Discretionary

0% of AUM

Avg account

$228K

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: San Juan, PR
CRD number: 145416
Website: atlantiscoaching.com
Custodians: PERSHING LLC, AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI53.81%
Pension & Profit Sharing Plans34.97%
Individuals10.61%
Corporations / Businesses0.61%
Services: Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Atlantis Investment Coaching, LLC operates as an independent, owner-managed Registered Investment Adviser organized as an LLC. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services emphasize financial planning, selection of other advisers, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures. Atlantis does not report active ESG investing, and it identifies an affiliation with an insurance company.