ATTICUS WEALTH MANAGEMENT - Financial Advisor in Florida, Palm Beach Gardens

Tel: 877-232-1001 11380 Prosperity Farms Road Suite 201 Palm Beach Gardens, Florida 33410

About ATTICUS WEALTH MANAGEMENT

ATTICUS WEALTH MANAGEMENT is a Palm Beach Gardens, Florida based financial advisory firm with nearly $370,105,562 in assets under management and provides investment advisory services for 697 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

296949

Firm SEC#:

801-113424

Assets Under Management:

$370,105,562

No. of Clients:

697

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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