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ATLANTIC PLANNING GROUP, LLC
CRD 133178
201 JONES ROAD, SUITE 620, WALTHAM, MA, 02451, United States
Phone
781-894-7000
Fax
781-899-1888
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 0 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $0 |
| High net worth individuals | 7 | $0 |
All web addresses on file
Official SEC filing: View on IAPD