Atlantic Capital Management Of Florida, Inc. (Cutler Bay)

Name: Atlantic Capital Management Of Florida, Inc.
Address: 9520 Haitian Dr., Cutler Bay, FL, 33189
Telephone: 5616866844

Atlantic Capital Management Of Florida, Inc. is a related adviser based in Cutler Bay. It manages $39.07 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.

Atlantic Capital Management Of Florida provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantic Capital Management Of Florida: assets under management

The assets under management (AUM) of Atlantic Capital Management Of Florida, Inc. is $39.07 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.33 million in discretionary accounts and $30.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.84 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atlantic Capital Management Of Florida, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Atlantic Capital Management Of Florida, Inc.

Jeffrey Paul Snider has been acting as President since 1 Oct 2008. Michael Nathan Lichtenstein joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomsa Nolan	President/founder	1 Jul 1995	75% - 100%	2545848
Thomas M Nolan	President/founder	1 Jul 1995	50% - 75%	2545848
Katherine Rita Nolan	Corporate secretary	1 Nov 1998	Other	4364274
Jeffrey Paul Snider	Vice president/treasurer	1 Sep 2000	Other	4364277
Timothy D Nolan	Shareholder	1 Jan 2004	Other	4771266
Sharon Nolan Weiss	Shareholder	1 Jan 2004	Other	4771797
Michael Nathan Lichtenstein	Vice president	1 Mar 2004	Other	1741911
Jeffrey Paul Snider	President/treasurer/chief compliance officer	1 Oct 2008	25% - 50%	4364277

Based in Cutler Bay

The principal office where Atlantic Capital Management Of Florida, Inc. performs its advisory services is located at 9520 Haitian Dr., Cutler Bay, FL 33189 The mailing address of the firm is 2000 Palm Beach Lakes Blvd., W. Palm Beach, FL 33409. An additional office of the firm is in West Palm Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 5616866844 or by fax 305-397-168. The normal business hours are 8:30am-5pm on Monday - Friday. You can find more information about the New York firm at alhambrapartners.com.