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Paul X Hopgood Morales

ATLAS ASSET MANAGEMENT LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
BUCHANAN OFFICE CENTER 40 CARR 165, GUAYNABO, PR 00968-8022CRD# 4850093Firm CRD# 173561
01

About

Paul X Hopgood Morales 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# 4850093
Firm CRD# 173561
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul X Hopgood Morales offer?
Paul X Hopgood Morales specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Paul X Hopgood Morales's credentials?
Paul X Hopgood Morales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul X Hopgood Morales located?
Paul X Hopgood Morales 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 Paul X Hopgood Morales charge for services?
Paul X Hopgood Morales'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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