Claim Profile
JC

John R Conklin

ATLANTIC STREET CAPITAL MANAGEMENT, LLC·GREENWICH, Connecticut
Unclaimed Profile
35 MASON STREET, GREENWICH, CT 06830CRD# 4214754Firm CRD# 161107
01

About

John R Conklin is a registered financial advisor based in GREENWICH, Connecticut, affiliated with ATLANTIC STREET CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
AUM
$2.3B
Regulatory assets under management
Employees
17
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4214754
Firm CRD# 161107
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

05

Frequently Asked Questions

What services does John R Conklin offer?
John R Conklin specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are John R Conklin's credentials?
John R Conklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John R Conklin located?
John R Conklin is based in GREENWICH, Connecticut, working with ATLANTIC STREET CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does John R Conklin charge for services?
John R Conklin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC STREET CAPITAL MANAGEMENT, LLC?
ATLANTIC STREET CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →