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Building 2ATLANTIC CAPITAL MANAGEMENT, INC.

Map pinHOLLISTON, MA
Phone508-893-0872
NotebookSEC #801-71450
Total AUM
$128.8M
Employees
3
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
851 WASHINGTON STREET
HOLLISTON
MA 01746
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
508-893-0872

ReceiptFinancials

Total AUM
$128.8M
Accounts
500
Discretionary
$125.4M
Accounts
476
Non-Discretionary
$3.3M
Accounts
24

ContactClients

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Individual Clients
139
AUM
$57.5M
HNW Individual Clients
34
AUM
$67.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$27.1K
Other Clients
1
AUM
$1.7M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

HandshakeAffiliates

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

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