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William Clark Newell

ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, Massachusetts
Unclaimed Profile
851 WASHINGTON STREET, HOLLISTON, MA 01746CRD# 1444820Firm CRD# 128361
01

About

William Clark Newell is a registered financial advisor based in HOLLISTON, Massachusetts, affiliated with ATLANTIC CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ATLANTIC CAPITAL MANAGEMENT, INC.
ATLANTIC CAPITAL MANAGEMENT, INC.
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATLANTIC CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEE
Regulatory
SEC/IARD CRD# 1444820
Firm CRD# 128361
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Clark Newell offer?
William Clark Newell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLISTON, Massachusetts for a consultation.
What are William Clark Newell's credentials?
William Clark Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Clark Newell located?
William Clark Newell is based in HOLLISTON, Massachusetts, working with ATLANTIC CAPITAL MANAGEMENT, INC.. Their office serves clients in the HOLLISTON metropolitan area and surrounding communities.
How does William Clark Newell charge for services?
William Clark Newell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC CAPITAL MANAGEMENT, INC.?
ATLANTIC CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLISTON
Christopher Jon Tobey — ATLANTIC CAPITAL MANAGEMENT, INC.Bruce Woodman Hardy — PRI FINANCIAL ADVISORS, INC.Brian William Kelly — PRI FINANCIAL ADVISORS, INC.Georgia Guyott Bruggeman — MERIDIAN FINANCIAL, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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