Investment adviser · CRD 138210
ATLANTES FINANCIAL ADVISORS
Investment adviser filing (IA)
ATLANTES FINANCIAL ADVISORS CORP
FAIRHOPE, AL, United States · Form ADV filed Aug 9, 2012
- Regulatory AUM
- $26.4M Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 9, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
365 GRAND AVENUE, SUITE "A"FAIRHOPE, AL, 36532, United States
CRD 138210
Filing source
Form ADV 664066 · Aug 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.