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Building 2ATLANTIC PRIVATE WEALTH, LLC

Map pinCHAPEL HILL, NC
Phone919-968-2977
NotebookSEC #801-120757
Total AUM
$894M
Employees
5
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 WEST ROSEMARY STREET
SUITE 301
CHAPEL HILL
NC 27516
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
919-968-2977

ReceiptFinancials

Total AUM
$894M
Accounts
1,339
Discretionary
$891M
Accounts
1,330
Non-Discretionary
$3M
Accounts
9

ContactClients

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Individual Clients
78
AUM
$71.2M
HNW Individual Clients
128
AUM
$717M
Corporation or Business Clients
2
AUM
$105.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMAMINCNENYOHTX

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

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