ATLANTIC FINANCIAL SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Maryland, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	625	$140.7M
Total	625	$140.7M

Clients

Type	Number	RAUM
Individuals	261	$60.9M
HNW Individuals	34	$79.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$91,930
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPROVIDE INVESTMENT ADVICE THROUGH CONSULTATIONS NOT INCLUDED ABOVE
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-120736
SEC ERA File Number	801-120736
SEC CIK Numbers	None
SEC CRD Numbers	121258
Legal Entity Identifier	None

Principal Office

920 PROVIDENCE ROAD
#201
TOWSON
MD
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic