ATLANTIC PRIVATE WEALTH, LLC - Financial Advisor in North Carolina, Chapel Hill

Tel: 919-968-2977 308 West Rosemary Street Suite 301 Chapel Hill, North Carolina 27516

About ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC is a Chapel Hill, North Carolina based financial advisory firm with nearly $787,661,112 in assets under management and provides investment advisory services for 1292 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

311517

Firm SEC#:

801-120757

Assets Under Management:

$787,661,112

No. of Clients:

1292

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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