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ATLANTIC PRIVATE WEALTH, LLC
Tel: 919-968-2977
308 West Rosemary Street Suite 301
Chapel Hill, North Carolina 27516
ATLANTIC PRIVATE WEALTH, LLC
ATLANTIC PRIVATE WEALTH, LLC is a Chapel Hill, North Carolina based financial advisory firm with nearly $787,661,112 in assets under management and provides investment advisory services for 1292 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
311517
SEC#:
801-120757
No. of Clients:
1292
Assets under Management
$787,661,112
No. of Advisors:
5
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