This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-10-2011
- Office Locations
- 1
Office Locations
About Atlantic Financial
Atlantic Financial is a Durham, NH advisory firm focused on wealth planning and strategy designed to protect assets, privacy, and legacy across flexible account “wallet” structures. Led by founder Bruce Fenton (former Dean Witter/Morgan Stanley), the firm applies a global, trend-aware lens—drawing on experience advising large institutional investors—and has longstanding expertise in digital assets, including early professional Bitcoin investing. Custodied at Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE CHARLES FENTON
Advisor, Chief Compliance Officer
- CRD
- #2286983
- Ownership
- 75% or more
William Albert Leibundgut
Secretary
- CRD
- #7649740
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $614,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $614,648 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing