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ATLANTIS INVESTMENT COACHING, LLC
CRD 145416
DISTRICT VIEW THE WORK PLACE, 450 AVE DE LA CONSTITUCION STE 200, SAN JUAN, PR, 00901-2317, United States
Phone
(813) 524-7587
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.4M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CMC RETAINER FEES (MODULE 1); IAR FIXED-INSURANCE COMMISSIONS
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminarsCO-ADVISOR ENGAGEMENT WITH MATSON MONEY (TRI-PARTY IMA); CMC SERVICES (MODULE 1)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $6.2M |
| High net worth individuals | 14 | $31.4M |
| Pension/profit sharing plans | 55 | $20.4M |
| Corporations/business entities | 2 | $358K |
All web addresses on file
Official SEC filing: View on IAPD