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Daniel M. Toole

ATLANTIC CAPITAL MANAGEMENT INC.·AMHERST, New York
Unclaimed Profile
100 CORPORATE PARKWAY SUITE 302, AMHERST, NY 14226-1200CRD# 4317049Firm CRD# 112998
01

About

Daniel M. Toole is a registered financial advisor based in AMHERST, New York, affiliated with ATLANTIC CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ATLANTIC CAPITAL MANAGEMENT INC.
ATLANTIC CAPITAL MANAGEMENT INC.
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATLANTIC CAPITAL MANAGEMENT INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4317049
Firm CRD# 112998
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel M. Toole offer?
Daniel M. Toole specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AMHERST, New York for a consultation.
What are Daniel M. Toole's credentials?
Daniel M. Toole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel M. Toole located?
Daniel M. Toole is based in AMHERST, New York, working with ATLANTIC CAPITAL MANAGEMENT INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Daniel M. Toole charge for services?
Daniel M. Toole's firm is compensated through percentage of aum. 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 $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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