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Home > Retirement Planners > florida > boca raton > POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd.
Suite 300
Boca Raton, Florida 33431
Tel: 1-561-241-2425
About POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as POLEN CAPITAL MANAGEMENT, LLC. The firm was established in 04/07/1980. They have over 2 offices throughout the country.
POLEN CAPITAL MANAGEMENT, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $36,045,083,867 assets under management, offering retirement planning & investment advisory services to 3515 clients. The firm is staffed with 153 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106093 |
| SEC# | 801-15180 |
| Assets Managed by Firm | $36,045,083,867 |
| No. of Clients | 3515 |
| No. of Advisors | 153 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3515 | $36,045,083,867 |
| High net worth individuals | 2892 | $1,861,735,667 |
| Pension and profit sharing plans | 66 | $2,253,116,799 |
| Charitable organizations | 98 | $811,264,097 |
| Other investment advisers | 177 | $11,971,262,667 |
| Corporations or other businesses | 146 | $1,438,236,315 |
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