Atlantic Financial Services, Inc.

Atlantic Financial Services, Inc. (CRD# 121258) is a financial advisory firm headquartered in Towson, MD. They manage $90,687,841 in 270 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $335,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Atlantic Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Carol M. Ashmen
CRD#: 1878425
920 Providence Road Suite 201, Towson, MD 21286
93
Wealthminder
score

Carol Ashmen (CRD# 1878425) is an Investment Advisor Representative working at Atlantic Financial Services, Inc. in Towson, MD and has over 17 years of experience in the finance industry.

2
Craig G. Fischer
CRD#: 1175938
920 Providence Road Suite 201, Towson, MD 21286
93
Wealthminder
score

Craig Fischer (CRD# 1175938) is an Investment Advisor Representative working at Atlantic Financial Services, Inc. in Towson, MD and has over 33 years of experience in the finance industry.

3
Morris B. Wexler
CRD#: 464267
920 Providence Road Suite 201, Towson, MD 21286
93
Wealthminder
score

Morris Wexler (CRD# 464267) is an Investment Advisor Representative working at Atlantic Financial Services, Inc. in Towson, MD and has over 34 years of experience in the finance industry.

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