Overview
Assets Under Management: $157 million
Headquarters: WESTERLY, RI
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 308
Discretionary Accounts: 303
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 292776
Last Filing Date: 2025-02-28 00:00:00
Website: https://napatreecapital.com