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Juan Antonio Perez Mayo

ATLAS PRIVATE WEALTH ADVISORS, LLC·MATAWAN, New Jersey
Unclaimed Profile
14 CLIFFWOOD AVENUE, MATAWAN, NJ 07747CRD# 4553196Firm CRD# 283744
01

About

Juan Antonio Perez Mayo is a registered financial advisor based in MATAWAN, New Jersey, affiliated with ATLAS PRIVATE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATLAS PRIVATE WEALTH ADVISORS, LLC
ATLAS PRIVATE WEALTH ADVISORS
AUM
$558M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at ATLAS PRIVATE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4553196
Firm CRD# 283744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Antonio Perez Mayo offer?
Juan Antonio Perez Mayo specializes in Financial Planning, Investment Management. Contact their office in MATAWAN, New Jersey for a consultation.
What are Juan Antonio Perez Mayo's credentials?
Juan Antonio Perez Mayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Antonio Perez Mayo located?
Juan Antonio Perez Mayo is based in MATAWAN, New Jersey, working with ATLAS PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the MATAWAN metropolitan area and surrounding communities.
How does Juan Antonio Perez Mayo charge for services?
Juan Antonio Perez Mayo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS PRIVATE WEALTH ADVISORS, LLC?
ATLAS PRIVATE WEALTH ADVISORS, LLC has approximately 21 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tracey Micheal Crespo — ATLAS PRIVATE WEALTH ADVISORS, LLCMichael Pietronico — MT ASSET MANAGEMENT, LLCAlan Felix Gavornik — CONCORD EQUITY GROUP ADVISORS, LLCLee Danny Argush — CONCORD EQUITY GROUP ADVISORS, LLCNicholas Mariniello — CONCORD EQUITY GROUP ADVISORS, LLC
Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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