Atlantic Retirement & Wealth Advisors LLC
Atlantic Retirement & Wealth Advisors LLC (CRD# 281680) is a financial advisory firm headquartered in Walpole, MA. They manage $41,032,921 in 97 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Atlantic Retirement & Wealth Advisors LLC
By the Numbers
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Total Assets Under Management41MILLION
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Total Number of Accounts97ACCOUNTS
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Average Account Value$423,020
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ, SC, TX
Financial Advisors at Atlantic Retirement & Wealth Advisors LLC
1
Patrick Sheppard (CRD# 1779929) is an Investment Advisor Representative working at Atlantic Retirement & Wealth Advisors LLC in Johns Island, SC and has over 14 years of experience in the finance industry.
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