Spinnaker Asset Management Inc.

Spinnaker Asset Management Inc. (CRD# 148489) is a financial advisory firm headquartered in Warwick, RI. They manage $10,700,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $96,396
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Spinnaker Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ronald W. Kent
CRD#: 728447
3970 Post Road, Warwick, RI 02886
103
Wealthminder
score

Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.

Spinnaker Asset Management specializes in portfolio design, equity and fixed income strategies, investment management and financial planning and counselling. The firm provides a fee-only format where financial interests are directly aligned with that of their clients. Once set, fees (as a percentage of client accounts) can only decline with appreciation in client account balances.

2
Raymond A. Chauvin
CRD#: 5892029
3970 Post Road, Suite One, Warwick, RI 02886
90
Wealthminder
score

Raymond Chauvin (CRD# 5892029) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 6 years of experience in the finance industry.

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