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Home > Retirement Planners > florida > sarasota > ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE ATLANTIC PARTNERS, LLC
50 Central Avenue
Suite 750
Sarasota, Florida 34236
Tel: 212-652-4150
About ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE ATLANTIC PARTNERS, LLC, formally registered with the SEC as ARISTOTLE ATLANTIC PARTNERS, LLC. The firm was established in 10/26/2016. They have over 3 offices throughout the country.
ARISTOTLE ATLANTIC PARTNERS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $2,883,460,088 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285721 |
| SEC# | 801-108579 |
| Assets Managed by Firm | $2,883,460,088 |
| No. of Clients | 308 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 308 | $2,883,460,088 |
| Individuals (other than high net worth individuals) | 276 | $329,021,655 |
| Pension and profit sharing plans | 3 | $882,715,029 |
| Charitable organizations | 9 | $245,094,729 |
| Corporations or other businesses | 15 | $28,082,472 |
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