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Building 2ATTICUS WEALTH MANAGEMENT

Map pinPALM BEACH GARDENS, FL
Phone561-425-9500
NotebookSEC #801-113424
Total AUM
$565.3M
Employees
8
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11380 PROSPERITY FARMS ROAD
SUITE 201
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
9-5
Monday - Friday
Phone
561-425-9500
Other Offices
2

ReceiptFinancials

Total AUM
$565.3M
Accounts
1,105
Discretionary
$548.1M
Accounts
1,100
Non-Discretionary
$17.2M
Accounts
5

ContactClients

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Individual Clients
246
AUM
$86.5M
HNW Individual Clients
147
AUM
$426.2M
Pension/Profit Sharing Plan Clients
5
AUM
$17.2M
Charitable Organization Clients
3
AUM
$235.7K
Corporation or Business Clients
28
AUM
$35.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGALAMINCNHNJNYOHPASCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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