Spinnaker Asset Management Inc.

Spinnaker Asset Management Inc. (CRD# 148489) is a financial advisory firm headquartered in , . They manage $15,807,940 in 193 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $81,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, RI

Financial Advisors at Spinnaker Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ronald W. Kent
CRD#: 728447
Warwick, RI

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
Lisa L. Picillo
CRD#: 5208562
Warwick, RI

Lisa Picillo (CRD# 5208562) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 16 years of experience in the finance industry. Lisa Picillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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