National Retirement Planning Experts

National Coverage
Local Professionals

PL CAPITAL ADVISORS, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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

More Retirement Planning firms in Naples, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$397,045,307,119262932
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$120,567,542,959727189
CORIENT
830 Brickell Plaza, Suite 4800
Miami, FL, 33131
$118,191,936,09597020845
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$97,371,716,80438578
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
$92,968,371,160146264

Explore More Retirement Advisors in Naples, Florida