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NAPATREE CAPITAL LLC
Tel: (401) 868-1115
90 Beach Street Westerly, Rhode Island 02891
NAPATREE CAPITAL LLC
NAPATREE CAPITAL LLC is a Westerly, Rhode Island based financial advisory firm with nearly $156,839,830 in assets under management and provides investment advisory services for 308 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
292776
SEC#:
801-120842
No. of Clients:
308
Assets under Management
$156,839,830
No. of Advisors:
6
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