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 operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Nautica Asset Management does not engage in active ESG investing and is not classified as a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees.
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%
Contacts
2 of 2WILTON BAKER
Founder & Managing DirectorCRD 2323031
DAVID ROMERO
Investment Advisor RepresentativeCRD 2817293
Wealth 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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