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 independent, individually owned registered investment adviser formed as an LLC. The firm serves individual and family clients with a combination of financial planning and discretionary portfolio management for individuals and small businesses, and it lists pension consulting among its advisory capabilities. Compensation combines AUM-based fees and fixed-fee arrangements. Filings indicate the firm does not identify as an active ESG investor. The firm maintains an affiliation with an insurance company and reports use of third‑party managers for certain alternative exposures rather than acting as a capital allocator itself.
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 2
Wilton 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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