Atlantic Financial Management LLC
RIASEC Registered
Total AUM
$11K
Discretionary
$11K
100% of AUM
Avg account
$11K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338320
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atlantic Financial Management LLC is a small, individually owned limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm charges clients a percentage of assets under management and does not identify as a multi-state adviser, a pension consultant, or a capital allocator. Public filings indicate the adviser does not position itself as an active ESG investor and is classified as unclassified in the available snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds28%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Nathan Martin
Business OwnerCRD 7702114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations