Atlantic Advisors, Inc.

Overview

Atlantic Advisors, Inc. is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm favors liquid, exchange-listed securities as its primary allocation vehicle and operates under a percentage-of-AUM fee model. Atlantic Advisors is not positioned as an ESG-focused manager, does not function across multiple states, and does not advertise pension consulting or related-adviser services. Given its size and client base, the firm appears geared toward straightforward wealth management and investment implementation rather than large-scale institutional strategies.

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Public Holdings

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Location & Offices