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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 $1,240,372,969 assets under management, offering retirement planning & investment advisory services to 1354 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 158544 |
| SEC# | 801-72600 |
| Assets Managed by Firm | $1,240,372,969 |
| No. of Clients | 1354 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1354 | $1,240,372,969 |
| Individuals (other than high net worth individuals) | 23 | $10,090,129 |
| High net worth individuals | 198 | $1,205,778,913 |
| Pension and profit sharing plans | 0 | $771,000 |
| Charitable organizations | 8 | $15,234,144 |
| Corporations or other businesses | 0 | $8,498,783 |
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