Northcape Wealth Management
Northcape Wealth Management (CRD# 312350) is a financial advisory firm headquartered in Williamsville, NY. They manage $565,612,204 in 1,379 accounts and serve the financial needs of clients across 18 states (or territories).
-
Total Assets Under Management566MILLION
-
Total Number of Accounts1,379ACCOUNTS
-
Average Account Value$410,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
Renee' Hasenoehrl (CRD# 4491895) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 21 years of experience in the finance industry.
Kenji Kimura (CRD# 4807888) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 19 years of experience in the finance industry.
Patrick Markey (CRD# 1230122) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 40 years of experience in the finance industry.
Erik O'neill (CRD# 1771548) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 28 years of experience in the finance industry.