CRD: 148489
Spinnaker Asset Management Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2008
- Office Locations
- 1
Office Locations
About Spinnaker Asset Management Inc.
Spinnaker Asset Management is a Warwick, RI fiduciary RIA providing integrated financial planning, insurance, and investment management for retail clients, including business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, commonly implemented with mutual funds, ETFs, and fixed income, and the team routinely coordinates with CPAs and estate planning attorneys; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD WEBSTER KENT JR
President, Principal
- CRD
- #728447
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lisa Lynn Picillo
Certified Financial Planner
- CRD
- #5208562
Sarah Riordan Szabo
Financial Advisor
- CRD
- #7055369
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,456,070 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,456,070 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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