Atlantic Capital Management, Inc.
Atlantic Capital Management, Inc. (CRD# 128361) is a financial advisory firm headquartered in Holliston, MA. They manage $128,754,005 in 500 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Atlantic Capital Management, Inc.
By the Numbers
-
Total Assets Under Management129MILLION
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$257,508
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, TX
Financial Advisors at Atlantic Capital Management, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.