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Atlantic Investments A Registered Investment Advisor Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Atlantic Investments A Registered Investment Advisor is an investment management firm registered in California. It operates as a fiduciary advisory, charging fees for its services and not earning commissions from securities transactions, which supports transparency and objectivity. The team includes professionals with credentials such as CFA, CFP, CPA, JD, or MBA, who work to provide strategies that emphasize safety, tax benefits, and income that clients cannot outlive.

Based in Los Angeles, the firm serves clients across different life stages—from those just starting out to those planning retirement—seeking clear, goal-oriented financial guidance. It positions itself as a fee-only alternative to bank- or brokerage-led models in the investment management industry, prioritizing client needs over proprietary products and reducing potential conflicts of interest.

Find Atlantic Investments A Registered Investment Advisor employees' phone numbers or email addresses

Atlantic Investments A Registered Investment Advisor Global Highlights

Location
Employees

North America
59

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  • United States Of America
    58
  • Canada
    1

Africa
2

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  • Ghana
    1
  • Nigeria
    1

Asia
2

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  • Turkey
    1
  • Russian Federation
    1

Europe
1

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  • Spain
    1

Atlantic Investments A Registered Investment Advisor's Leadership

  • Stylized image of a person
    H. H.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. R.
    President
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  • Stylized image of a person
    B. C.
    Vice President
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  • Stylized image of a person
    D. B.
    Speech Language Pathologist
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  • Stylized image of a person
    R. C.
    Compliance Analyst
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  • Stylized image of a person
    S. O.
    Real Estate
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  • Stylized image of a person
    V. S.
    Business Advisor
    Phone icon

Atlantic Investments A Registered Investment Advisor Employee Metrics

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50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Atlantic Investments A Registered Investment Advisor

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    H. H.
    Chief Executive Officer
    Phone icon
    Oct 28, 2024
  • Stylized image of a person
    B. C.
    Vice President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. B.
    Speech Language Pathologist
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. C.
    Compliance Analyst
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. O.
    Real Estate
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    V. S.
    Business Advisor
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Atlantic Investments A Registered Investment Advisor known for?

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Atlantic Investments A Registered Investment Advisor was founded in 1905 operates in the Investment Management industry. Explore Atlantic Investments A Registered Investment Advisor's company overview page for more information.

What is Atlantic Investments A Registered Investment Advisor's most common email format?

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Atlantic Investments A Registered Investment Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atlantic Investments A Registered Investment Advisor email formats with LeadIQ.

How many employees does Atlantic Investments A Registered Investment Advisor have currently?

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Atlantic Investments A Registered Investment Advisor has approximately 1 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Atlantic Investments A Registered Investment Advisor's key employees and leadership?

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As of July 2026, Atlantic Investments A Registered Investment Advisor's key employees include:

  • Chief Executive Officer: H. H.
  • President: D. R.
  • Vice President: B. C.
  • Speech Language Pathologist: D. B.
  • Compliance Analyst: R. C.

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