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ATLANTIC CAPITAL MANAGEMENT, INC.
ATLANTIC CAPITAL MANAGEMENT, INC.
HOLLISTON, Massachusetts
·
2 registered advisors
·
CRD# 128361
SEC# 801-71450
0
508-893-0872
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEE
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ATLANTIC CAPITAL MANAGEMENT, INC.
2 registered advisors
Christopher Jon Tobey
HOLLISTON, Massachusetts
CRD# 4574637
William Clark Newell
HOLLISTON, Massachusetts
CRD# 1444820
05
Office Locations
HOLLISTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. ATLANTIC CAPITAL MANAGEMENT, INC. (CRD# 128361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.