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NAPIER FINANCIAL
NAPIER FINANCIAL, LLC
CRD 336725 · SEC 801-133755
30 BRAINTREE HILL OFFICE PARK, SUITE 201, BRAINTREE, MA, 02184, United States
Phone
781-884-2300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$550.1M
Discretionary AUM
$507.6M
Team
13 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $77.1M |
| High net worth individuals | 107 | $431.6M |
| Other investment advisers | 5 | $15.7M |
| Corporations/business entities | 6 | $25.7M |
States served
CA, LA, ME, MA, NY, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD