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Atlantes Financial Advisors Corp (Fairhope)


Atlantes Financial Advisors Corp is an adviser based in Fairhope. It manages $26.37 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Alabama.

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Atlantes Financial Advisors Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Atlantes Financial Advisors Corp: assets under management

The assets under management (AUM) of Atlantes Financial Advisors Corp is $26.37 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.02 million in discretionary accounts and $7.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $245 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Atlantes Financial Advisors Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairhope

The principal office where Atlantes Financial Advisors Corp performs its advisory services is located at 365 Grand Avenue, Suite "A", Fairhope, AL 36532, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 251-928-1616 or by fax 251-928-1566. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.atlantesfinancialadvisors.com.


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