ATLANTIS INVESTMENT COACHING, LLC

ATLANTIS INVESTMENT COACHING, LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 145416). Regulatory assets under management: $58.4M.

Registration

• CRD: 145416
• Type: Registered investment adviser
• Location: DISTRICT VIEW THE WORK PLACE, SAN JUAN, PR, 00901-2317
• Phone: (813) 524-7587
• Latest filing: 2026-06-22
• Regulatory AUM: $58.4M
• Non-discretionary AUM: $58.4M
• Clients: 4
• Accounts: 256

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search