Napatree Capital LLC

Napatree Capital LLC (CRD# 292776) is a financial advisory firm headquartered in Westerly, RI. They manage $156,839,830 in 308 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $509,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, NH, RI, TX

Financial Advisors at Napatree Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert H. Kinnie
CRD#: 5629288
90 Beach Street, Westerly, RI 02891

Robert Kinnie (CRD# 5629288) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 14 years of experience in the finance industry.

2
Matthew R. Landon
CRD#: 2557496
90 Beach Street, Westerly, RI 02891

Matthew Landon (CRD# 2557496) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 29 years of experience in the finance industry.

3
Jeffrey M. Liguori
CRD#: 2664381
90 Beach Street, Westerly, RI 02891

Jeffrey Liguori (CRD# 2664381) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 25 years of experience in the finance industry.

4
James C. Maynard
CRD#: 6916072
90 Beach Street, Westerly, RI 02891

James Maynard (CRD# 6916072) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 4 years of experience in the finance industry.

5
Michael D. Moses
CRD#: 2190810
90 Beach Street, Westerly, RI 02891

Michael Moses (CRD# 2190810) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 32 years of experience in the finance industry.

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