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Building 2ATLANTIC CAPITAL STRATEGIES, INC.

Map pin
Phone781-276-4966
NotebookSEC #801-69289
Total AUM
$2.6B
Employees
2
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
781-276-4966

ReceiptFinancials

Total AUM
$2.6B
Accounts
15
Discretionary
$0
Accounts
0
Non-Discretionary
$2.6B
Accounts
15

ContactClients

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Banking Clients
13
AUM
$2.6B
Charitable Organization Clients
2
AUM
$5.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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