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NAPLES GLOBAL ADVISORS

720 5th Avenue South
Ste. 200
Naples, Florida 34102
Tel: 239-776-7900

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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 StatusApproved
Firm CRD#158544
SEC#801-72600
Assets Managed by Firm$1,472,058,453
No. of Clients1554
No. of Advisors18

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1554$1,472,058,453
Individuals (other than high net worth individuals)23$8,259,037
High net worth individuals235$1,435,504,685
Pension and profit sharing plansFewer than 5 clients$4,117,900
Charitable organizations10$16,471,839
Corporations or other businessesFewer than 5 clients$7,704,992

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