ATLANTIC FINANCIAL SERVICES, INC.
CRD #121258 SEC #801-120736 TOWSON, MD 410-296-0470
SEC Registered
Total AUM
$140.7M
Discretionary
$0
Employees
3
Clients
0
Accounts
625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $140.7M | $0 | $140.7M | 3 | 0 |
| Feb 2023 | $132M | $0 | $132M | 3 | 0 |
| Mar 2022 | $151.7M | $0 | $151.7M | 3 | 0 |
| Mar 2021 | $156.2M | $0 | $156.2M | 3 | 0 |
| Jun 2012 | $68.4M | $0 | $68.4M | 1 | 400 |
| Jun 2012 | $68.4M | $0 | $68.4M | 1 | 400 |
| May 2012 | $68.4M | $0 | $68.4M | 1 | 400 |
| Apr 2012 | $68.4M | $0 | $68.4M | 1 | 400 |
| Mar 2012 | $68.4M | $0 | $68.4M | 1 | 400 |
| Mar 2011 | $70.5M | $0 | $70.5M | 5 | -- |
DateMar 2024
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees3
Clients0
DateFeb 2023
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees3
Clients0
DateMar 2022
Total AUM$151.7M
Discretionary$0
Non-Disc.$151.7M
Employees3
Clients0
DateMar 2021
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees3
Clients0
DateJun 2012
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees1
Clients400
DateJun 2012
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees1
Clients400
DateMay 2012
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees1
Clients400
DateApr 2012
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees1
Clients400
DateMar 2012
Total AUM$68.4M
Discretionary$0
Non-Disc.$68.4M
Employees1
Clients400
DateMar 2011
Total AUM$70.5M
Discretionary$0
Non-Disc.$70.5M
Employees5
Clients--