Nautica Asset Management LLC
Firm details
- Headquarters
- Canton, Michigan
- CRD number
- 282765
- Website
- nauticaam.com
- Custodians
- ALTRUIST FINANCIAL LLC, APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Nautica Asset Management LLC is an independently owned limited liability company that provides advisory services to individuals and families. The firm is owned by an individual and focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee mix includes both a percentage-of-AUM component and fixed fees. Nautica lists industry affiliation with an insurance company and is registered to operate in Arizona, California, Maryland, and Michigan.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canton, MI
Wayne
Location
Canton, MI
Headquartered in Canton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 480 N Canton Center Rd
- Time zone
- ET (UTC-5)
- Office locations
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