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Building 2ATLANTIC FAMILY WEALTH, LLC

Map pinCORAL GABLES, FL
Phone305-222-0977
NotebookSEC #801-124705
Total AUM
$210.1M
Employees
4
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6705 S RED ROAD
SUITE 604
CORAL GABLES
FL 33143
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
305-222-0977

ReceiptFinancials

Total AUM
$210.1M
Accounts
558
Discretionary
$202M
Accounts
547
Non-Discretionary
$8.1M
Accounts
11

ContactClients

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Individual Clients
103
AUM
$31.2M
HNW Individual Clients
137
AUM
$145.5M
Pension/Profit Sharing Plan Clients
6
AUM
$12.7M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
4
AUM
$19.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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