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NAPLES GLOBAL ADVISORS
720 5th Avenue South
Ste. 200
Naples, Florida 34102
Tel: 239-776-7900
About NAPLES GLOBAL ADVISORS
NAPLES GLOBAL ADVISORS, formally registered with the SEC as NAPLES GLOBAL ADVISORS. The firm was established in 08/04/2011. They have over 2 offices throughout the country.
NAPLES GLOBAL ADVISORS is a Naples, Florida based Financial Planning firm with nearly $1,472,058,453 assets under management, offering retirement planning & investment advisory services to 1554 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158544 |
| SEC# | 801-72600 |
| Assets Managed by Firm | $1,472,058,453 |
| No. of Clients | 1554 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1554 | $1,472,058,453 |
| Individuals (other than high net worth individuals) | 23 | $8,259,037 |
| High net worth individuals | 235 | $1,435,504,685 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,117,900 |
| Charitable organizations | 10 | $16,471,839 |
| Corporations or other businesses | Fewer than 5 clients | $7,704,992 |
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