Atlantic Planning Group Revenue

Financial Services • Waltham, Massachusetts, United States • 11-20 Employees

Atlantic Planning Group revenue & valuation

Annual revenue	$7,961,699
Revenue per employee	$531,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$25,500,000
Total funding	No funding

Key Contact at Atlantic Planning Group

Michael F. Broderick

Co-Founder And Managing Member

Company overview

Headquarters	201 Jones Road, Suite 620, Waltham, MA 02453, US
Phone number	+17818991888
Website	atlanticplanning.com
NAICS	52
SIC	628
Founded	1997
Employees	11-20
Socials

Atlantic Planning Group Email Formats

Atlantic Planning Group uses 2 email formats. The most common is {first initial} (e.g., j@atlanticplanning.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@atlanticplanning.com	75%
{first name}	john@atlanticplanning.com	25%

About Atlantic Planning Group

Atlantic Planning Group has over two decades of experience in wealth management, building custom-made financial plans and solutions with a high level of competency and integrity for our high net worth clients and business owners. Our distinct approach delivers clarity and knowledge allowing clients to make confident financial decisions in today’s dynamic landscape. Our process provides a 360° view of where you are today to help assess how to achieve your goals tomorrow. Christopher Battersby, Michael Broderick and Jason Vanderstreet are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Christopher Battersby, Michael Broderick and Jason Vanderstreet are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Road, Suite 620 Waltham, MA 02451, (781)-894-7000 . Christopher Battersby, Michael Broderick and Jason Vanderstreet are not licensed in all jurisdictions. Neither Atlantic Planning Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Our firm is not owned or operated by New York Life Insurance Company or its affiliates.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Partner

Employees by Department

Atlantic Planning Group has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Atlantic Planning Group has never raised funding before.

Atlantic Planning Group Tech Stack

Discover the technologies and tools that power Atlantic Planning Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Lodash

JavaScript libraries

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Linkedin Ads

Advertising

Azure

PaaS

Lightbox

JavaScript libraries

Azure Front Door

Load balancers

Slick

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Atlantic Planning Group is located in Waltham, Massachusetts, US.

You can reach Atlantic Planning Group at +17818991888.

Atlantic Planning Group generates an estimated annual revenue of $7,961,699. This revenue figure reflects the company's market position and business performance in its industry.

Atlantic Planning Group has an estimated valuation of $25,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Atlantic Planning Group was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Atlantic Planning Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Atlantic Planning Group

Michael F. Broderick

Co-Founder And Managing Member

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