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PL CAPITAL ADVISORS, LLC

750 Eleventh Street South
Suite 202
Naples, Florida 34102
Tel: 239-777-0187

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About PL CAPITAL ADVISORS, LLC

PL CAPITAL ADVISORS, LLC, formally registered with the SEC as PL CAPITAL ADVISORS, LLC. The firm was established in 03/20/2014. They have over 2 offices throughout the country.

PL CAPITAL ADVISORS, LLC is a Naples, Florida based Financial Planning firm with nearly $304,853,451 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162083
SEC#801-79328
Assets Managed by Firm$304,853,451
No. of Clients4
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$304,853,451

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