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NBW Capital LLC

Headquartered in BOSTON, MA

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Firm Information

NBW Capital LLC is a Boston, MA-based investment advisor with approximately $525 million in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses, charitable organizations, and other institutions. They have been in business for 15 years and have 4 employees. They primarily serve individuals other than high-net-worth, charitable organizations, and corporations or other businesses.

NBW Capital LLC

211 CONGRESS STREET

BOSTON, MA 02110

$525.32M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NBW CAPITAL LLC has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at NBW Capital LLC

View All 4 Advisors
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Christopher Malcolm Blakely

RA

BOSTON, MA

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Michael Thomas Whitney

CFA®, RA

BOSTON, MA

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Sean Patrick Fitzgibbon

CFA®, RA

BOSTON, MA

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Bernard Eugene Niedermeyer

CFA®, RA

BOSTON, MA

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Disclosures

There are no public disclosures for NBW Capital LLC.

Frequently Asked Questions (6)

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