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Building 2ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

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Phone904-784-3343
NotebookSEC #801-128750
Total AUM
$604.3M
Employees
6
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
BY APPOINTMENT ONLY
Phone
904-784-3343

ReceiptFinancials

Total AUM
$604.3M
Accounts
907
Discretionary
$600.3M
Accounts
880
Non-Discretionary
$4M
Accounts
27

ContactClients

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Individual Clients
124
AUM
$43.6M
HNW Individual Clients
161
AUM
$553.4M
Corporation or Business Clients
2
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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