$59.6M Total AUM
$59.6M Disc. AUM
-- 3Y CAGR
2 Employees
248 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier quantumFusion
- Established Date
- 01-21-2021
- Office Locations
- 1
Office Locations
69 York ST Suite 3 Kennebunk ME
About Atlantic Coast Financial
Atlantic Coast Financial is a Maine-based advisory firm providing personalized financial planning for individuals and families, with guidance across retirement, college funding, tax and debt strategies, and legacy planning. Portfolios are built around asset allocation with a strong ETF focus and complemented by fixed income as needed. The firm is led by President Jennifer Arps and custody is primarily with Charles Schwab.
Team overview
43 AVG AGE
$59.6M AVG AUM / ADVISOR
$240.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Delta Meridian legacy
Client Personas
Catalyst
Custodian
Zenith fusion Unison Crest ridge
Investment Themes
Capital
Investment Vehicles
Catalyst harbor
Services
Vertex Catalyst Vector eagle Element
Technology
Wave alpha Ember fusion
Owner & Executives
JENNIFER LYNNE ARPS
President
- CRD
- #4815221
- Ownership
- 75% or more
(726) 245-4172
zenith.vital@northcapital.com
in linkedin.com/in/insight-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,650,000
Equity - Exchange:
24.9% U.S. Government/Agency:
39.9% Cash:
13.4% Public Funds:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,795,920,994 | 24.9% |
| U.S. Government/Agency | $2,877,801,111 | 39.9% |
| Cash | $966,479,571 | 13.4% |
| Public Funds | $1,572,332,438 | 21.8% |
| Total | $7,212,534,114 | 100.0% |