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ATLANTIC FINANCIAL SERVICES, INC.

TOWSON, MD · CRD 121258 · IAPD ↗ · 410-296-0470

$140.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — ATLANTIC FINANCIAL SERVICES, INC. (TOWSON, MD) left the SEC roster (was $140.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
75
April 2024 — ATLANTIC FINANCIAL SERVICES, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.