ATTICUS WEALTH MANAGEMENT

11380 Prosperity Farms Road
Suite 201
Palm Beach Gardens, Florida 33410
Tel: 877-232-1001

About ATTICUS WEALTH MANAGEMENT

ATTICUS WEALTH MANAGEMENT, formally registered with the SEC as ATTICUS WEALTH MANAGEMENT. The firm was established in 06/21/2018. They have over 5 offices throughout the country.

ATTICUS WEALTH MANAGEMENT is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $370,105,562 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296949
SEC#	801-113424
Assets Managed by Firm	$370,105,562
No. of Clients	697
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	697	$370,105,562
Individuals (other than high net worth individuals)	156	$42,410,608
High net worth individuals	129	$301,962,028
Pension and profit sharing plans	6	$21,365,822
Charitable organizations	1	$91,167
Corporations or other businesses	3	$4,275,937

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