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).
Total Assets Under Management0MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 36 years of experience in the finance industry.