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).
Total Assets Under Management11MILLION
Total Number of Accounts111ACCOUNTS
Average Account Value$96,396
- 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
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.
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.