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Home > Retirement Planners > florida > naples > NAPLES MONEY MANAGEMENT LLC
NAPLES MONEY MANAGEMENT LLC
10001 Tamiami Trail North
Naples, Florida 34108
Tel: 239-261-4800
About NAPLES MONEY MANAGEMENT LLC
NAPLES MONEY MANAGEMENT LLC, formally registered with the SEC as NAPLES MONEY MANAGEMENT LLC. The firm was established in 04/06/2010. They have over 1 offices throughout the country.
NAPLES MONEY MANAGEMENT LLC is a Naples, Florida based Financial Planning firm with nearly $145,726,176 assets under management, offering retirement planning & investment advisory services to 481 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153499 |
| SEC# | 801-71295 |
| Assets Managed by Firm | $145,726,176 |
| No. of Clients | 481 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 481 | $145,726,176 |
| Individuals (other than high net worth individuals) | 63 | $46,591,581 |
| High net worth individuals | 50 | $93,718,003 |
| Pension and profit sharing plans | Fewer than 5 clients | $384,490 |
| Charitable organizations | 12 | $5,032,102 |
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
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| $92,968,371,160 | 146 | 264 |
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