The Atlantic Group at Rockefeller Capital Management Company Profile, Contacts & Intelligence

Financial Services2 Bethesda Metro Center31 employees
Employees
31
Company source estimate

The Atlantic Group at Rockefeller Capital Management Overview

At The Atlantic Group our team takes a planning-based approach when working with our clients. We aim to provide the comprehensive solution our clients need in both understanding their needs, creating plans that are realistic and achievable, and implementing a portfolio strategy that helps enable them to achieve their objectives. Located in Bethesda, MD, and Palm Beach, FL, our team works closely to provide wealth management solutions designed to grow and preserve our clients’ wealth for now and for future generations. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth. Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.

Headquarters
2 Bethesda Metro Center
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank

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