720 5th Avenue South
Ste. 200
Naples, Florida 34102
Tel: 239-776-7900
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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