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ATLANTES FINANCIAL ADVISORS
ATLANTES FINANCIAL ADVISORS CORP
CRD 138210 · SEC 801-64994
365 GRAND AVENUE, SUITE "A", FAIRHOPE, AL, 36532, United States
Phone
251-928-1616
Fax
251-928-1566
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$47.1M
Team
1 total employees; 1 advisory reps; 46 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $21.5M |
| High net worth individuals | 9 | $41.3M |
Official SEC filing: View on IAPD