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SPINNAKER ASSET MANAGEMENT INC.
CRD 148489
250A CENTERVILLE ROAD, SUITE 2, WARWICK, RI, 02886, United States
Phone
401-884-3210
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.5M
Discretionary AUM
$45.5M
Team
5 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)GENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $23.5M |
| High net worth individuals | 23 | $22.0M |
All web addresses on file
Official SEC filing: View on IAPD