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- Custodian
- Ascensus · Empower · Interactive Brokers · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2004
- Office Locations
- 5
Office Locations
About Namcoa
NAMCOA (Naples Asset Management Company, LLC) is an SEC-registered RIA providing portfolio management, financial and retirement planning, and fiduciary consulting for retirement plan sponsors, alongside insurance and income solutions (life, annuities, long-term care). The firm positions its fiduciary, risk-aware approach to help clients pursue plan objectives, legacy goals, and greater financial confidence through a nationwide advisor network.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN ROBIN RISER WHITLOCK
Manager
- CRD
- #5287262
- Ownership
- 50% but less than 75%
PAUL JOSEPH MCINTYRE
Chief Compliance Officer, Manager
- CRD
- #1002368
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Tyler B Ashley
Investment Advisor Representative
- CRD
- #7915593
DOAK RAUH BELT
Investment Advisor Representative
- CRD
- #2975913
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,286,159 | $677,695 |
| Non-Discretionary | $18,043,825 | $1,288,845 |
| Total | $404,329,984 | $692,346 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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