ARISTOTLE ATLANTIC PARTNERS, LLC
Sarasota, Florida
Aristotle Atlantic Partners, LLC, headquartered in Sarasota, FL, is a highly esteemed local investment advisory firm. With a substantial client base of over 250 individuals, they boast an impressive $1,845,916,000 in assets under management. Operating from two offices, Aristotle Atlantic Partners excels in providing personalized investment advice and wealth management solutions to their discerning clientele. While employer funds form a significant portion of their assets under management, 401K and individual accounts make up less than 30%. Notably, an impressive 83% of the assets they manage are discretionary, showcasing their ex...
See more
Loading...

Assets Under Mgmt

$1.85B

Investment Professionals

5

Locations

1

% 401K & Individual

16%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.