Atlantis Asset Management International Corp. is an adviser based in Ajijic. It manages $4 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.
Atlantis Asset Management International Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atlantis Asset Management International Corp. is $4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and $200 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Atlantis Asset Management International Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Yann Kostic is individuals with 7 clients and $2 million of assets under management. Among the 4 most similar advisory firms, Atlantis Asset Management International Corp has the 2nd lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2 million for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.
Atlantis Asset Management International Corp doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Atlantis Asset Management International Corp. performs its advisory services is located at Lazaro Cardenas # 60, Ajijic, 45920 The mailing address of the firm is 127 W. Fairbanks Ave.,, Winter Park, FL 32789. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 321 574-1529. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at atlantiswealthmanagement.com.