ATLANTIC FINANCIAL

ATLANTIC FINANCIAL is an SEC-registered investment adviser (CRD 159167). Regulatory assets under management: $615K.

Registration

• CRD: 159167
• Type: Registered investment adviser
• Phone: 603-957-6300
• Latest filing: 2026-02-25
• Regulatory AUM: $615K
• Discretionary AUM: $615K
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search