Atlantic Financial

Finance · Massachusetts, United States · 201-500 Employees

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Overview

Headquarters

6 Colonial Dr, Westborough, Massachusett...

Phone Number

(508) 870-9738

Website

www.atlanticfinancial.com

Revenue

$15.7 Million

Industry

Finance Securities Trading

About Atlantic Financial

Founded in 1994, Atlantic Financial is a Registered Investment Advisor firm dedicated to helping clients build a Financial Citadel, which encompasses wealth structures, risk protection, and strategic planning. The firm focuses on educating clients about the changing global economy and offers services such as organizing wealth, investing in businesses, and Bitcoin. With a commitment to sound money principles and value investing, Atlantic Financial aims to empower individuals to navigate financial risks and opportunities. Led by founder Bruce Fenton, who has over 30 years of experience in finance, the firm is positioned to enhance clients' wealth planning and strategies.Explore more
Atlantic Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Atlantic Financial Org Chart

PhoneEmail
JM
United States flag for contact location.
Joseph Mui

Director, Private Clients

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PhoneEmail
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Revenue

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Top Executive

Atlantic Financial

$15.7M
201-500
Private
-
1994
JM
Joseph MuiDirector, Private Clients
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1988
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Kevin Fitzwilson, Chief Executive Officer at Coldstream Holdings
Kevin FitzwilsonCEO
Illustration of an envelope

Atlantic Financial Tech Stack

A closer look at the technologies used by Atlantic Financial

WordPress.org

By

Automattic
PHP

By

PHP
Google Universal Analytics

By

Google
Google Font API

By

Google
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Frequently Asked Questions Regarding Atlantic Financial

What is Atlantic Financial's official website?
Atlantic Financial's official website is www.atlanticfinancial.com What is Atlantic Financial's Revenue?
Atlantic Financial's revenue is $15.7 Million What is Atlantic Financial's SIC code?
Atlantic Financial's SIC: 62,628 What is Atlantic Financial's NAICS code?
Atlantic Financial's NAICS: 52,523 How many employees does Atlantic Financial have?
Atlantic Financial has 201-500 employees What industry does Atlantic Financial belong to?
Atlantic Financial is in the industry of: Finance, Securities Trading What is Atlantic Financial competition?
Atlantic Financial top competitors include: Independent Capital Management, Coldstream Holdings, Sequoia Financial Group, Phoenix Capital What technology does Atlantic Financial use?
Some of the popular technologies that Atlantic Financial uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API How do I contact Atlantic Financial?
Atlantic Financial contact info: Phone number: (508) 870-9738 Website: www.atlanticfinancial.com What does Atlantic Financial do?

Founded in 1994, Atlantic Financial is a Registered Investment Advisor firm dedicated to helping clients build a Financial Citadel, which encompasses wealth structures, risk protection, and strategic planning. The firm focuses on educating clients about the changing global economy and offers services such as organizing wealth, investing in business... es, and Bitcoin. With a commitment to sound money principles and value investing, Atlantic Financial aims to empower individuals to navigate financial risks and opportunities. Led by founder Bruce Fenton, who has over 30 years of experience in finance, the firm is positioned to enhance clients' wealth planning and strategies.Read More

 What are Atlantic Financial social media links?
Atlantic Financial Linkedin page Atlantic Financial Twitter page Is Atlantic Financial a public company?
Atlantic Financial is private company therefore does not currently have an official ticker symbol
See more information about Atlantic Financial

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