FIND A NORTH ATLANTIC CAPITAL MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 337492
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for NORTH ATLANTIC CAPITAL MANAGEMENT, LLC Comes From
Understanding the Statistics for NORTH ATLANTIC CAPITAL MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Two City Center, Portland, ME 04101
Phone Number
(207) 772-4470
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at NORTH ATLANTIC CAPITAL MANAGEMENT, LLC
FL
Franklin Kelly Little
RR
CRD#: 7438860
Location:
Mobile, AL 36603
Company:
NYLIFE SECURITIES LLC
Disclosures:
Experience:
4 years
JN
John Danh Nguyen
IAR
RR
CRD#: 4919629
Location:
Placentia, CA 92870
Company:
MONEY CONCEPTS CAPITAL CORP
Disclosures:
Experience:
20 years
Steven Alan Boorstein
IAR
CRD#: 3179971
Location:
Somers Point, NJ 08244
Company:
ROCKCREST FINANCIAL LLC
Disclosures:
Experience:
26 years
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