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William W Neville

NORTH PEAK ASSET MANAGEMENT, LLC·DUXBURY, Massachusetts
Unclaimed Profile
457 WASHINGTON STREET, DUXBURY, MA 02332CRD# 6179340Firm CRD# 159650
01

About

William W Neville is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with NORTH PEAK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NORTH PEAK ASSET MANAGEMENT, LLC
NORTH PEAK ASSET MANAGEMENT, LLC
AUM
$12M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NORTH PEAK ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6179340
Firm CRD# 159650
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William W Neville offer?
William W Neville specializes in Investment Management, Fee-Only Advisory. Contact their office in DUXBURY, Massachusetts for a consultation.
What are William W Neville's credentials?
William W Neville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William W Neville located?
William W Neville is based in DUXBURY, Massachusetts, working with NORTH PEAK ASSET MANAGEMENT, LLC. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does William W Neville charge for services?
William W Neville's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH PEAK ASSET MANAGEMENT, LLC?
NORTH PEAK ASSET MANAGEMENT, LLC has approximately 3 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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