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Stephanie Rose James

ATLANTIC STREET CAPITAL MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
300 MAIN STREET, STAMFORD, CT 06901CRD# 5878731Firm CRD# 161107
01

About

Stephanie Rose James is a registered financial advisor based in STAMFORD, 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
View all advisors at ATLANTIC STREET CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5878731
Firm CRD# 161107
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Rose James offer?
Stephanie Rose James specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Stephanie Rose James's credentials?
Stephanie Rose James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Rose James located?
Stephanie Rose James is based in STAMFORD, Connecticut, working with ATLANTIC STREET CAPITAL MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Stephanie Rose James charge for services?
Stephanie Rose James'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.
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Other Advisors at ATLANTIC STREET CAPITAL MANAGEMENT, LLC

Timothy Lewis
STAMFORD, CT
Grant Marcks
STAMFORD, CT
Andrew Wilkins
STAMFORD, CT
Arthur Daniel Warshaw
STAMFORD, CT
Baabur Mohammad Sattar Khondker
GREENWICH, CT
Brian J Cooper
STAMFORD, CT

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Research
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