Atlantic Wealth Consultants

  • Financial Services
  • Dunwoody GA
  • 3 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
1843 Peeler Rd., Suite C, ​, Dunwoody GA
Website
atlanticwealthconsultants.com
Phone
(678) 680-5300
Employees
3
Founded in
2007
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Who is Atlantic Wealth Consultants

Atlantic Wealth Consultants, LLC is a small financial planning company based in Dunwoody, Georgia. With a team of three employees, they have generated an annual revenue of $2.5 million. The company operates as an independent entity, partnering with Cambridge Investment Research, Inc. to offer investment services. Atlantic Wealth Consultants focuses on providing comprehensive financial planning solutions to their clients. Their primary objectives are to enhance financial clarity, develop robust retirement income strategies, and cultivate a sense of peace of mind. They aim to build lasting relationships with clients by offering personalized advice and guidance tailored to their unique financial situations and goals. Atlantic Wealth Consultants distinguishes itself through its commitment to integrity, flexibility, and kindness. The company believes in building trust with clients by providing transparent and honest financial advice. They adapt their strategies to meet the evolving needs of their clients and prioritize compassionate and supportive client relationships. For more information about Atlantic Wealth Consultants and their services, please visit their website at atlanticwealthconsultants.com.

Company Leadership

Peter Miralles

Managing Principal

Phone Email

Atlantic Wealth Consultants Industry Tags

financial planning
fee-based planning
investment advice
investing
financial advice
independent
View All Industry Tags

Companies Similar to Atlantic Wealth Consultants

Analyze industry trends and opportunities by examining competitors and companies comparable to Atlantic Wealth Consultants, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
3M 3 Urban Honolulu, HI
3M 3 Defiance, OH 1995
3M
View More Companies

FAQ

What is the location of Atlantic Wealth Consultants's headquarters?
The headquarters of Atlantic Wealth Consultants are situated at 1843 Peeler Rd., Suite C, ​, Dunwoody GA
What is Atlantic Wealth Consultants's phone number?
Atlantic Wealth Consultants's contact number is (678) 680-5300.
What is Atlantic Wealth Consultants's official website?
The official website of Atlantic Wealth Consultants can be found at atlanticwealthconsultants.com.
What is Atlantic Wealth Consultants's current revenue?
As of February 2019, Atlantic Wealth Consultants's annual revenue reached $3B.
How many employees does Atlantic Wealth Consultants currently have?
Atlantic Wealth Consultants employs approximately 3+ people as of February 2019
Which industries is Atlantic Wealth Consultants primarily operating in?
Atlantic Wealth Consultants operates in the following industries: Finance, Credit
Who is the Managing Principal of Atlantic Wealth Consultants?
Atlantic Wealth Consultants's Managing Principal is Peter Miralles
What are Atlantic Wealth Consultants's industry tags?
Atlantic Wealth Consultants's industry tags include: financial planning, fee-based planning, investment advice
When was Atlantic Wealth Consultants founded?
Atlantic Wealth Consultants was founded in 2007.

Employee Directory

Key Employees

Mark Lamprecht

Financial Advisor

Phone Email

Carla Kesterson

Vice President

Phone Email