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Building 2ATLANTIC FINANCIAL SERVICES, INC.

Map pinTOWSON, MD
Phone410-296-0470
NotebookSEC #801-120736
Total AUM
$140.7M
Employees
3
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
920 PROVIDENCE ROAD
#201
TOWSON
MD 21286-2986
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
410-296-0470

ReceiptFinancials

Total AUM
$140.7M
Accounts
625
Discretionary
$0
Accounts
0
Non-Discretionary
$140.7M
Accounts
625

ContactClients

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Individual Clients
261
AUM
$60.9M
HNW Individual Clients
34
AUM
$79.7M
Charitable Organization Clients
1
AUM
$91.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PROVIDE INVESTMENT ADVICE THROUGH CONSULTATIONS NOT INCLUDED ABOVE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMD

HandshakeAffiliates

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

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