Atlantic Capital Management
Financial Services • 
Holliston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 851 Washington Street, Holliston, MA 01746, US |
| Phone number | +17168358560 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Atlantic Capital Management
Bill Newell
President
About Atlantic Capital Management
Atlantic Capital Management is a registered investment advisor providing fee-based wealth management services to individuals, trusts and fiduciaries. We are a conservative firm specializing in the creation, preservation and transfer of wealth. We seek to minimize investment risk and maximize returns through strategic financial planning, prudent portfolio design, skillful security selection and comprehensive account administration. We have a full range of services and resources to help you organize, plan and execute your financial strategy so you can meet your goals. Atlantic Capital Management’s primary objective is to build financial security for individuals, trusts and fiduciaries. Our priority is the privacy, protection and performance of our clients’ assets – all this with the highest-quality services, advice, investment planning and management – with non-negotiable integrity
Atlantic Capital Management revenue & valuation
| Annual revenue | $18,700,000 |
| Revenue per employee | $6,208,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $59,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Atlantic Capital Management has never raised funding before.
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