Atlantic Wealth Advisory Services, LLC
Atlantic Wealth Advisory Services, LLC (CRD# 288243) is a financial advisory firm headquartered in Melbourne Beach, FL. They manage $300,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Atlantic Wealth Advisory Services, LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$50,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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.
FL
Financial Advisors at Atlantic Wealth Advisory Services, LLC
1
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 37 years of experience in the finance industry.
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