Namcoa - Investment Advisers

About Namcoa

Namcoa is the short name of Naples Asset Management Co., LLC, an investment adviser headquartered in Mooresville, North Carolina. The firm is registered with the SEC and reports $404.33 million in regulatory assets under management, with 11 employees. It is listed among the investment advisers in North Carolina and sits within the wider directory of US investment advisers. The firm's advisory services are provided to clients of Infinite Wealth Advisors, a North Carolina financial planning and insurance business that says it is not limited to the products of any single company. That planning work covers retirement income, tax considerations, and the transfer of wealth to heirs. The firm says its team members are insurance licensed or registered as investment adviser representatives where required, and that it serves clients only in states where those credentials are held.

Key Facts

Assets Under Management

$404.33M

Employees

11

SEC File Number

801-66945