About NARWHAL CAPITAL MANAGEMENT
Narwhal Capital Management is a trusted financial expert that provides comprehensive financial services to clients. The firm offers a wide range of services to help clients achieve their financial goals and secure their future. With years of experience and a team of highly qualified advisors, Narwhal Capital Management is committed to helping clients navigate the complexities of the financial world.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions based on clients’ specific needs and financial goals
- Offers a wide range of financial services to help clients achieve their financial objectives
- Utilizes advanced financial tools and technology to enhance the client experience
- Focused on building long-term relationships with clients based on trust and transparency
Facts and Insights
Narwhal Capital Management has been in business since 2010, with its headquarters located in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and has $1.5 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 11 years |
Financial Services Offered
Narwhal Capital Management offers a variety of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and organization
Client Types
Narwhal Capital Management caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm’s services are tailored to meet the unique financial needs and goals of each client.
Fees & Compensation
Narwhal Capital Management charges a fee based on a percentage of the assets under management. This fee covers all financial planning and investment management services provided by the firm. The firm is committed to transparency and does not charge any hidden or additional fees.
Background
The founder of Narwhal Capital Management, John Smith, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Investment Counselor (CIC). Under his leadership, the firm has grown and established a strong reputation for delivering top-notch financial services to clients.
Financial Advisor Disclosures to Know
Narwhal Capital Management is committed to transparency and maintains a clean regulatory record. The firm has no disclosures on its Form ADV, which outlines any criminal, regulatory, or civil offenses of the firm or its advisors.