ATLANTIC UNION MUNICIPAL ADVISORS, INC

Overview

Atlantic Union Municipal Advisors, Inc. is a corporate investment adviser that provides portfolio management services to businesses and institutional clients. The firm is registered with the SEC (registration year 2024) and operates under a fee model based on a percentage of assets under management. Its practice is oriented toward institutional mandates rather than retail households; the firm holds an affiliation with banking/trust institutions and identifies portfolio management for businesses or institutions as its primary advisory activity. Atlantic Union describes itself as not pursuing active ESG integration and does not operate as a multi-state adviser.

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