Atticus Wealth Management
Atticus Wealth Management (CRD# 296949) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $370,105,562 in 697 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management370MILLION
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Total Number of Accounts697ACCOUNTS
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Average Account Value$530,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, LA, MI, NC, NY, OH, SC, TX
Colin Arnold (CRD# 5865053) is an Investment Advisor Representative working at Atticus Wealth Management in Palm Beach Gardens, FL and has over 11 years of experience in the finance industry.
Douglas Bartolf (CRD# 3066725) is an Investment Advisor Representative working at Atticus Wealth Management in Castle rock, CO and has over 25 years of experience in the finance industry.
Robert Goggin (CRD# 1249683) is an Investment Advisor Representative working at Atticus Wealth Management in Alpharetta, GA and has over 14 years of experience in the finance industry.
Robert Kokol (CRD# 4623057) is an Investment Advisor Representative working at Atticus Wealth Management in New Braunfels, TX and has over 21 years of experience in the finance industry.
Enoch Morris (CRD# 5689627) is an Investment Advisor Representative working at Atticus Wealth Management in North Palm Beach, FL and has over 14 years of experience in the finance industry.
