The Atlantic Group, Managing More Than $1.6 Billion in Client Assets, Joins Ameriprise Financial
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Business Wire
Boca Raton, Fla.-based, 16-member team joins the branch channel of Ameriprise Financial MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced that The Atlantic Group, a financial advisory practice managing more than $1.6 billion in client assets, has joined its branch channel from Oppenheimer & Co. Inc. Based in Boca Raton, Florida, the team comprises 16 professionals, including nine financial advisors and seven support staff. The practice is led by founding partners Andrew Lerner, APMA™, AWMA™, CFP®, ChFC®, and Logan Shalmi.This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251028659608/en/The Atlantic GroupLerner and Shalmi, college roommates turned business partners, built The Atlantic Group from the ground up. Over the past decade, they assembled a high-performing team and grew their practice organically by cultivating deep client relationships. Their move to Ameriprise represents a strateg
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News
- Ameriprise Financial (NYSE:AMP) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- From Growth To Legacy: A Modern Approach For Affluent Families [Forbes]Forbes
- Ameriprise Financial (NYSE:AMP) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Ameriprise Financial (AMP): Evaluating Valuation After Adding Harpland and $160M in Client Assets [Yahoo! Finance]Yahoo! Finance
- Columbia Global Technology Growth Fund Celebrates 25-Year AnniversaryBusiness Wire
AMP
Earnings
- 10/30/25 - Beat
AMP
Sec Filings
- 11/25/25 - Form 4
- 11/21/25 - Form 144
- 11/20/25 - Form 3
- AMP's page on the SEC website