50 Kennedy Plaza
17th Floor
Providence, Rhode Island 02903-2393
Tel: 401-278-6770
NAUTIC PARTNERS, LLC, formally registered with the SEC as NAUTIC PARTNERS, LLC. The firm was established in 03/28/2012. They have over 2 offices throughout the country.
NAUTIC PARTNERS, LLC is a Providence, Rhode Island based Financial Planning firm with nearly $7,825,588,486 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 70 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159822 |
SEC# | 801-73944 |
Assets Managed by Firm | $7,825,588,486 |
No. of Clients | 19 |
No. of Advisors | 70 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19 | $7,825,588,486 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$1,879,594,055 | 1833 | 21 | |
$1,810,395,000 | 296 | 1 |
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