Atlantic Financial Services, Inc.
Atlantic Financial Services, Inc. (CRD# 121258) is a financial advisory firm headquartered in Towson, MD. They manage $140,659,844 in 625 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Atlantic Financial Services, Inc.
By the Numbers
-
Total Assets Under Management141MILLION
-
Total Number of Accounts625ACCOUNTS
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Average Account Value$225,056
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD
Financial Advisors at Atlantic Financial Services, Inc.
1
Carol Ashmen (CRD# 1878425) is an Investment Advisor Representative working at Atlantic Financial Services, Inc. in Towson, MD and has over 25 years of experience in the finance industry.
2
Craig Fischer (CRD# 1175938) is an Investment Advisor Representative working at Atlantic Financial Services, Inc. in Towson, MD and has over 40 years of experience in the finance industry.
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