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NAUTIC PARTNERS, LLC

50 Kennedy Plaza
17th Floor
Providence, Rhode Island 02903-2393
Tel: 401-278-6770

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About NAUTIC PARTNERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#159822
SEC#801-73944
Assets Managed by Firm$7,825,588,486
No. of Clients19
No. of Advisors70

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total19$7,825,588,486

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PARSONS CAPITAL MANAGEMENT INC
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UNISON
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$1,810,395,0002961

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