Spinnaker Asset Management

Finance · Rhode Island, United States · 1-10 Employees

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Overview

Headquarters

3970 Post Rd, Warwick, Rhode Island, 028...

Phone Number

(401) 884-3210

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1
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1

About Spinnaker Asset Management

Spinnaker Asset Management is dedicated to understanding the unique financial circumstances and objectives of each client. They specialize in Financial Planning, Insurance, and Investment Management, prioritizing their clients' best interests as fiduciaries. The team collaborates with other financial professionals, including Certified Public Accountants and Estate Planning Attorneys, to create customized financial solutions. Their mission emphasizes building trust and transparency while providing lifelong financial guidance.Explore more
Spinnaker Asset Management's Social MediaPopular SearchesSpinnaker Asset Management IncSpinnaker Asset ManagementSpinnaker Assets LLCSpinnaker Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Spinnaker Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spinnaker Asset Managemen...

<$5M
1-10
Private
-
1997
LP
Lisa PicilloCertified Financial Planner
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
1996
LE
Lori EasonSenior Advisor & Partner
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2018
ED
Ed DanielsInvestment Advisor & Representative & Chief Compliance Officer
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Activity Insights

Spinnaker Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spinnaker Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spinnaker Asset Management.

Spinnaker Asset Management Tech Stack

A closer look at the technologies used by Spinnaker Asset Management

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Frequently Asked Questions Regarding Spinnaker Asset Management

What is Spinnaker Asset Management's official website?
Spinnaker Asset Management's official website is www.spinnakerassetmgt.com
What is Spinnaker Asset Management's Revenue?
Spinnaker Asset Management's revenue is <$5 Million
What is Spinnaker Asset Management's SIC code?
Spinnaker Asset Management's SIC: 62,628
What is Spinnaker Asset Management's NAICS code?
Spinnaker Asset Management's NAICS: 52,523
How many employees does Spinnaker Asset Management have?
Spinnaker Asset Management has 1-10 employees
What industry does Spinnaker Asset Management belong to?
Spinnaker Asset Management is in the industry of: Finance, Securities Trading
What is Spinnaker Asset Management competition?
Spinnaker Asset Management top competitors include: Core Wealth Management, Fortune Wealth Management, The Alder Financial Group, Vibrance Wealth Management
What technology does Spinnaker Asset Management use?
Some of the popular technologies that Spinnaker Asset Management uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact Spinnaker Asset Management?
Spinnaker Asset Management contact info: Phone number: (401) 884-3210 Website: www.spinnakerassetmgt.com
What does Spinnaker Asset Management do?

Spinnaker Asset Management is dedicated to understanding the unique financial circumstances and objectives of each client. They specialize in Financial Planning, Insurance, and Investment Management, prioritizing their clients' best interests as fiduciaries. The team collaborates with other financial professionals, including Certified Public Accoun... tants and Estate Planning Attorneys, to create customized financial solutions. Their mission emphasizes building trust and transparency while providing lifelong financial guidance.Read More

What are Spinnaker Asset Management social media links?
Spinnaker Asset Management Linkedin page
Is Spinnaker Asset Management a public company?
Spinnaker Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Spinnaker Asset Management

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