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ATTICUS WEALTH MANAGEMENT, LLC
ATTICUS WEALTH MANAGEMENT, LLC
ATTICUS WEALTH MANAGEMENT
PALM BEACH GARDENS, Florida
·
3 registered advisors
·
CRD# 296949
SEC# 801-113424
4
404-907-1899
01
Firm Overview
AUM
$370M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ATTICUS WEALTH MANAGEMENT, LLC
3 registered advisors
Colin John Arnold
PALM BEACH GARDENS, Florida
CFP
CRD# 5865053
Douglas Joseph Bartolf
PALM BEACH GARDENS, Florida
CRD# 3066725
Enoch Carter Morris
PALM BEACH GARDENS, Florida
CRD# 5689627
05
Office Locations
PALM BEACH GARDENS, Florida
3 advisors
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Data sourced from SEC Form ADV filings. ATTICUS WEALTH MANAGEMENT, LLC (CRD# 296949) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.