THE ATLAS FINANCIAL GROUP
FLOW FOCUS LLC Legal Name
Adviser information for THE ATLAS FINANCIAL GROUP last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 59 | $30.8M |
| Non-Discretionary | 7 | $156.8M |
| Total | 66 | $187.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $5.3M |
| HNW Individuals | 25 | $27.7M |
| Banking or thrift institutions | 3 | $154.1M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $616,687 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 30 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based feesCONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-128415 |
|---|---|
| SEC ERA File Number | 801-128415 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306849 |
| Legal Entity Identifier | None |
Principal Office
3050 BISCAYNE BOULEVARDSUITE 501
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 786 233 6233, Fax: None
Websites
Chief Compliance Officer
CRISTINA ALAYO
CCO
3050 BISCAYNE BOULEVARD
SUITE 501
MIAMI
FL
United States
Tel:
786 233 6233
C*******@*************************M
(Full email address available in API data)
Regulatory Contact
JUAN CARLOS RIERA
COMPLIANCE CONSULTANT
1441 BRICKELL AVENUE
SUITE 1007
MIAMI
FL
United States
Tel:
3054480014
J*****@*****************M
(Full email address available in API data)
Industry Affiliates
| FINISTERRE HEDGE FUND | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Montiel, Cristina | Individual | – | MANAGING DIRECTOR / CCO | 11/2019 | > 75% |
| ALAYO RIERA, LUIS, JACOB | Individual | – | DIRECTOR & PRINCIPAL | 07/2020 | < 5% |