Atlantic Coast Financial

Overview

Atlantic Coast Financial is an independent registered investment adviser organized as a corporation and owned by an individual proprietor. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes an asset-based fee and hourly charges rather than retainer or performance-fee arrangements. Atlantic Coast Financial reports no active ESG program, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices