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How does the advisor help clients – Key Takeaways:

Austin Atlantic Asset Management Co. is a leading financial management firm that offers expert solutions to its clients in managing their assets. With a team of experienced advisors and a specialized approach, the firm helps clients achieve their financial goals effectively.

Facts and Insights

Austin Atlantic Asset Management Co. was established in 2005 and has been offering its services for over 15 years now. With a dedicated team of 50 advisors, the firm has successfully managed assets worth $500 million for its clients.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Assets Under Management Number of Advisors
2005 $500 million 50

Financial Services Offered

Austin Atlantic Asset Management Co. offers a wide range of financial services including investment management, retirement planning, risk management, and tax planning. The firm follows a personalized approach and tailors its services according to the unique needs of each client.

Client Types

Austin Atlantic Asset Management Co. caters to both individual and institutional clients, including high-net-worth individuals, corporations, and non-profit organizations. The firm has the expertise to handle the complex financial situations of its clients and provide effective solutions.

Fees & Compensation

The fee structure at Austin Atlantic Asset Management Co. is based on a percentage of assets under management. This aligns the interests of the firm with those of its clients, as the firm is motivated to generate better returns for its clients.


The team at Austin Atlantic Asset Management Co. has a strong background in financial management and extensive experience in the industry. The firm keeps itself updated with the latest market trends and research, ensuring that it provides the best possible solutions to its clients.

Financial Advisor Disclosures to Know

Austin Atlantic Asset Management Co. is a registered investment advisor and complies with all regulations set by the Securities and Exchange Commission (SEC). The firm maintains transparency in its operations and discloses all potential conflicts of interest to its clients.

Company Information

Main Office

Mail Office

Other Information

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