Atlantic Wealth Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

2 Bala Plz Ste 300, Bala Cynwyd, Pennsyl...

Phone Number

(610) 660-7719

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Atlantic Wealth Group

Atlantic Wealth Group specializes in providing comprehensive financial services, including investment management, retirement planning, estate management, and insurance strategies. They aim to assist individuals and families in accumulating, preserving, and transferring wealth across generations. With a focus on personalized financial advice, their experienced advisors work to create tailored strategies that align with clients' unique goals and risk tolerances. Their commitment is to empower clients with the knowledge and tools necessary for a secure financial future.Explore more
Popular Searchesatlantic wealth group LLCAtlantic Wealth GroupAtlantic Wealth Group 2aboutAtlantic Wealth Group LLCSIC Code 62,628NAICS Code 52,523Show more

Atlantic Wealth Group Org Chart

PhoneEmail
WW
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President, Wealth Management

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atlantic Wealth Group

<$5M
1-10
Private
-
2006
WW
Walter WatsonPresident, Wealth Management
<$5M
1-10
Private
-
1985
BG
Becky GreenManager, Branch Operations
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2018
VD
Veronica De La RosaLpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Atlantic Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Atlantic Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Atlantic Wealth Group.

Atlantic Wealth Group Tech Stack

A closer look at the technologies used by Atlantic Wealth Group

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Frequently Asked Questions Regarding Atlantic Wealth Group

What is Atlantic Wealth Group's official website?
Atlantic Wealth Group's official website is www.atlanticwealthgroup.com
What is Atlantic Wealth Group's Revenue?
Atlantic Wealth Group's revenue is <$5 Million
What is Atlantic Wealth Group's SIC code?
Atlantic Wealth Group's SIC: 62,628
What is Atlantic Wealth Group's NAICS code?
Atlantic Wealth Group's NAICS: 52,523
How many employees does Atlantic Wealth Group have?
Atlantic Wealth Group has 1-10 employees
What industry does Atlantic Wealth Group belong to?
Atlantic Wealth Group is in the industry of: Finance, Insurance, Securities Trading
What is Atlantic Wealth Group competition?
Atlantic Wealth Group top competitors include: ifinancialplan.com, Mancini Financial Strategies, Wagstaff & Crawford, Raroque Wealth Management
What technology does Atlantic Wealth Group use?
Some of the popular technologies that Atlantic Wealth Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Atlantic Wealth Group?
Atlantic Wealth Group contact info: Phone number: (610) 660-7719 Website: www.atlanticwealthgroup.com
What does Atlantic Wealth Group do?

Atlantic Wealth Group specializes in providing comprehensive financial services, including investment management, retirement planning, estate management, and insurance strategies. They aim to assist individuals and families in accumulating, preserving, and transferring wealth across generations. With a focus on personalized financial advice, their... experienced advisors work to create tailored strategies that align with clients' unique goals and risk tolerances. Their commitment is to empower clients with the knowledge and tools necessary for a secure financial future.Read More

Is Atlantic Wealth Group a public company?
Atlantic Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Atlantic Wealth Group

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