NAPATREE CAPITAL LLC
Westerly, Rhode Island
Napatree Capital LLC, a local investment advisory firm headquartered in Westerly, RI, is committed to providing exceptional financial services. With two offices strategically located in the area, Napatree Capital serves a diverse range of clients seeking investment advisory expertise. The firm boasts a team of five highly skilled professionals, all dedicated to delivering personalized and comprehensive investment advisory services. With an impressive track record, Napatree Capital manages an average of $34,040,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options...
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Assets Under Mgmt

$170.19M

Investment Professionals

5

Locations

1

% 401K & Individual

9%

% Discretionary

71%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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