Summary

Atlantic Trust Group

Founded in 1923

Description

Delivering a robust complement of investment management, wealth strategies and legacy planning, and private banking, deposit and lending services. Investment Banking

Strengths

  • Atlantic Trust Group has a strong market share in their industry

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Since Atlantic Trust Group was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Atlantic Trust Group's annual revenue

$7211000

Based on Kona Equity data

  • Revenue per employee

    $147163

  • Annual revenue growth since founding

    $71396

Employee Count

49 employees

Executives

Andrew Lang

Managing Director and CFA

a**@atlantictrust.com

Alan Fields

Managing Director, Senior Portfolio Manager, and Client Relationship Manager

a**@atlantictrust.com

Soheila Tari

Associate VP, Wealth Management

s**@atlantictrust.com

Laura Hewgley

Managing Director, Team Co-Head, Family Office Executive

l**@atlantictrust.com

Christine Lucero

Senior Vice President, Wealth Strategist

c**@atlantictrust.com

Katie Gallagher

Vice President, Client Service Strategies

k**@atlantictrust.com

Chuck Jones

Senior Vice President and Technology Analyst

c**@atlantictrust.com

Edward Bunn

Managing Director

e**@atlantictrust.com

Patricia Bannan

Managing Director and Senior Portfolio Manager

p**@atlantictrust.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.

Location

3290 Northside Pkwy NW Fl 7 
Atlanta, GA  None

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Key Information

  • SIC: 62; 621
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Atlantic Trust Group.

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Frequently Asked Questions


What is Atlantic Trust Group's official website?

Atlantic Trust Group's official website is atlantictrust.com


What is Atlantic Trust Group's revenue?

Atlantic Trust Group's annual revenue is $7.2 M.


What is Atlantic Trust Group's SIC code?

Atlantic Trust Group's SIC: 62; 621


What is Atlantic Trust Group's NAICS code?

Atlantic Trust Group's NAICS: 52; 523.


How many employees does Atlantic Trust Group's have?

Atlantic Trust Group has 49 employees


What industry does Atlantic Trust Group belong to?

Atlantic Trust Group is in the industry of Financial services.

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