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Paul Joseph Mcintyre

NAPLES ASSET MANAGEMENT CO., LLC·MOORESVILLE, North Carolina
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107 KILSON DRIVE, MOORESVILLE, NC 28117CRD# 1002368Firm CRD# 133978
01

About

Paul Joseph Mcintyre is a registered financial advisor based in MOORESVILLE, North Carolina, affiliated with NAPLES ASSET MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NAPLES ASSET MANAGEMENT CO., LLC
NAMCOA
AUM
$278M
Regulatory assets under management
Employees
17
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING SERVICES
Regulatory
SEC/IARD CRD# 1002368
Firm CRD# 133978
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Joseph Mcintyre offer?
Paul Joseph Mcintyre specializes in Financial Planning, Investment Management. Contact their office in MOORESVILLE, North Carolina for a consultation.
What are Paul Joseph Mcintyre's credentials?
Paul Joseph Mcintyre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Joseph Mcintyre located?
Paul Joseph Mcintyre is based in MOORESVILLE, North Carolina, working with NAPLES ASSET MANAGEMENT CO., LLC. Their office serves clients in the MOORESVILLE metropolitan area and surrounding communities.
How does Paul Joseph Mcintyre charge for services?
Paul Joseph Mcintyre's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPLES ASSET MANAGEMENT CO., LLC?
NAPLES ASSET MANAGEMENT CO., LLC has approximately 17 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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