AdvisorOS Directory
Claim Profile
Unclaimed Profile
WN

William W Neville

NORTH PEAK ASSET MANAGEMENT, LLC·DUXBURY, Massachusetts
Clean recordNORTH PEAK ASSET MANAGEMENT, LLC
457 WASHINGTON STREET, DUXBURY, MA 02332CRD# 6179340Firm CRD# 159650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William W Neville · DUXBURY, MA
Registration
CRD #6179340 · NORTH PEAK ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in DUXBURY?

Browse all registered financial advisors in DUXBURY, Massachusetts or claim this profile if it's yours.

Browse DUXBURY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DUXBURY, Massachusetts

Cory Jon Pavlik
BAY HILL CAPITAL MANAGEMENT, LLC·DUXBURY, MA
Alexander Harrington Petro
BAY HILL CAPITAL MANAGEMENT, LLC·DUXBURY, MA
David Walter Boral
EF HUTTON FUND MANAGEMENT LLC·DUXBURY, MA
Dawn Wilma Gibbons
HIGH PINES WEALTH MANAGEMENT LLC·DUXBURY, MA
Leah Petro
BAY HILL CAPITAL MANAGEMENT, LLC·DUXBURY, MA
Benjamin J Piggott
EF HUTTON FUND MANAGEMENT LLC·DUXBURY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile