Unclaimed Profile

Douglas Joseph Bartolf

ATTICUS WEALTH MANAGEMENT, LLC·PALM BEACH GARDENS, Florida

Clean recordATTICUS WEALTH MANAGEMENT, LLC

11380 PROSPERITY FARMS ROAD, PALM BEACH GARDENS, FL 33410CRD# 3066725Firm CRD# 296949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Joseph Bartolf · PALM BEACH GARDENS, FL

Registration

CRD #3066725 · ATTICUS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas Joseph Bartolf is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with ATTICUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH MANAGEMENT

AUM

$370M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ATTICUS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3066725

Firm CRD# 296949

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Joseph Bartolf offer?

Douglas Joseph Bartolf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Douglas Joseph Bartolf's credentials?

Douglas Joseph Bartolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Joseph Bartolf located?

Douglas Joseph Bartolf is based in PALM BEACH GARDENS, Florida, working with ATTICUS WEALTH MANAGEMENT, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Douglas Joseph Bartolf charge for services?

Douglas Joseph Bartolf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATTICUS WEALTH MANAGEMENT, LLC?

ATTICUS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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