FIFTH AVENUE FAMILY OFFICE

3003 Tamiami Trail North
Suite 410
Naples, Florida 34103
Tel: 239-262-6300

About FIFTH AVENUE FAMILY OFFICE

FIFTH AVENUE FAMILY OFFICE, formally registered with the SEC as FIFTH AVENUE FAMILY OFFICE. The firm was established in 08/28/2002. They have over 1 offices throughout the country.

FIFTH AVENUE FAMILY OFFICE is a Naples, Florida based Financial Planning firm with nearly $633,393,801 assets under management, offering retirement planning & investment advisory services to 95 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122448
SEC#	801-61413
Assets Managed by Firm	$633,393,801
No. of Clients	95
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	95	$633,393,801
High net worth individuals	6	$628,819,382
Charitable organizations	Fewer than 5 clients	$4,574,419

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