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Ana Rosa Suarez Pesante

ATLAS ASSET MANAGEMENT LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
BUCHANAN OFFICE CENTER 40 CARR 165, GUAYNABO, PR 00968-8022CRD# 2663475Firm CRD# 173561
01

About

Ana Rosa Suarez Pesante is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with ATLAS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ATLAS ASSET MANAGEMENT LLC
ATLAS ASSET MANAGEMENT LLC
AUM
$393M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATLAS ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2663475
Firm CRD# 173561
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ana Rosa Suarez Pesante offer?
Ana Rosa Suarez Pesante specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Ana Rosa Suarez Pesante's credentials?
Ana Rosa Suarez Pesante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ana Rosa Suarez Pesante located?
Ana Rosa Suarez Pesante is based in GUAYNABO, Puerto Rico, working with ATLAS ASSET MANAGEMENT LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Ana Rosa Suarez Pesante charge for services?
Ana Rosa Suarez Pesante's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS ASSET MANAGEMENT LLC?
ATLAS ASSET MANAGEMENT LLC has approximately 3 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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