NORTHCAPE WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 312350). Regulatory assets under management: $706.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Erik Mo O'Neill | FOUNDER, MANAGING PARTNER | — |
| Patrick Michael Markey | CO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISOR; CO-FOUNDER, SENIOR FINANCIAL ADVISOR | — |
| O'NEILL ERIK MO | FOUNDER, MANAGING PARTNER | — |
| MARKEY PATRICK MICHAEL | CO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISOR | — |
| Kenji J Kimura | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LOCKPORT | NY | 1 | (716) 632-6565 |