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THE ATLAS FINANCIAL GROUP
FLOW FOCUS LLC
CRD 306849 · SEC 801-128415
3050 BISCAYNE BOULEVARD, SUITE 501, MIAMI, FL, 33137, United States
Phone
786 233 6233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$174.9M
Discretionary AUM
$33.3M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $6.2M |
| High net worth individuals | 34 | $29.4M |
| Banking/thrift institutions | 1 | $138.7M |
| Corporations/business entities | 1 | $691K |
All web addresses on file
Official SEC filing: View on IAPD