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Home > Retirement Planners > florida > coral gables > ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC
6705 S Red Road
Suite 604
Coral Gables, Florida 33143
Tel: 305-222-0977
About ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC, formally registered with the SEC as ATLANTIC FAMILY WEALTH, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
ATLANTIC FAMILY WEALTH, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $189,766,105 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171062 |
| SEC# | 801-124705 |
| Assets Managed by Firm | $189,766,105 |
| No. of Clients | 557 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $189,766,105 |
| Individuals (other than high net worth individuals) | 149 | $41,783,493 |
| High net worth individuals | 83 | $142,848,578 |
| Pension and profit sharing plans | 3 | $4,973,875 |
| Corporations or other businesses | 1 | $160,159 |
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