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William Clark Newell

ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, Massachusetts
Clean recordATLANTIC CAPITAL MANAGEMENT, INC.
851 WASHINGTON STREET, HOLLISTON, MA 01746CRD# 1444820Firm CRD# 128361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Clark Newell · HOLLISTON, MA
Registration
CRD #1444820 · ATLANTIC CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEE
Regulatory
SEC/IARD CRD# 1444820
Firm CRD# 128361
View on FINRA BrokerCheck →

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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 at ATLANTIC CAPITAL MANAGEMENT, INC.

Christopher Jon Tobey
HOLLISTON, MA

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Nearby cities in Massachusetts
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Research
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