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Building 2CWA NAPLES, LLC

Map pinNAPLES, FL
Phone239-434-7434
NotebookSEC #801-113065
Total AUM
$190.6M
Employees
8
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9130 GALLERIA COURT
THIRD FLOOR
NAPLES
FL 34109
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
239-434-7434

ReceiptFinancials

Total AUM
$190.6M
Accounts
18
Discretionary
$190.6M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.6M
HNW Individual Clients
14
AUM
$189M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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