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Atlas One Consulting Group, LLC (Miami)


Atlas One Consulting Group, LLC is a large advisory firm based in Miami. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 3 other states.

Atlas One Consulting Group provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlas One Consulting Group: assets under management

The assets under management (AUM) of Atlas One Consulting Group, LLC is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlas One Consulting Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Atlas One Holdings Llc Member 1 Jan 2007 75% - 100% 20-8261328

Based in Miami

The principal office where Atlas One Consulting Group, LLC performs its advisory services is located at 200 South Biscayne Boulevard, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-960-4890 or by fax 305-960-4895. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.


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