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).
-
Total Assets Under Management157MILLION
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$509,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CT, MA, NH, RI, TX
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.
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.
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.
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.
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.