Atlas Financial Group was founded as a boutique-style financial firm whose principal and only objective is the client and its needs. After having worked at some of the most powerful financial firms, such as Citigroup, Morgan Stanley and Raymond James, our founder, Luis Alayo-Riera, came to the conclusion that the interests of these firms are not completely synced with those of the clients, therefore, they do not share the same objectives. Our team believes that all clients, whether a big institution, a company, an individual or retiree, are entitled to have knowlegeable and top quality professional advice in order to manage all of their financial needs and to obtain the best portfolio performance, simultaneously achieving their financial goals. One of our core values is the proximity and the personal relationship we have with our client. Because we strongly believe that by establishing a relationship of mutual trust, we could better understand the personal financial needs of each client. “Securities offered through IFS Securities, Inc., Member FINRA/MSRB/SIPC. 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326. . IFS Securities Inc. and (Name of DBA) not affiliated. Securities offered through IFS Securities and INTL FCStone are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing."
View Top Employees from The Atlas Financial GroupWebsite | http://www.theatlasfinancialgroup.com |
Employees | 3 (1 on RocketReach) |
Founded | 2017 |
Address | 1691 Michigan Ave, Miami Beach, Florida 33139, US |
Technologies |
JavaScript,
HTML,
Twitter
+7 more
(view full list)
|
Industry | Investment Banking |
Looking for a particular The Atlas Financial Group employee's phone or email?
Cristina Montiel is the Chief Compliance Officer of The Atlas Financial Group.
1 people are employed at The Atlas Financial Group.
The Atlas Financial Group is based in Miami Beach, Florida.