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Managing Director / CCO · The Atlas Financial Group

Cristina Montiel

CRD 7172328 · Named on Form ADV at one SEC-registered adviser

At a glance

The Atlas Financial Group, an SEC-registered asset manager based in Miami, FL with $175 million in regulatory assets, lists Cristina Montiel on its Form ADV as Managing Director / CCO, a control person.

Firms and roles

AtlasMembers

Cristina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cristina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.