1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUTHCOL ADVISORS

Map pinNAPLES, FL
Phone239-228-8747
NotebookSEC #801-118783
Total AUM
$208.7M
Employees
4
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15910 OLD 41 NORTH
SUITE 220
NAPLES
FL 34110
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
239-228-8747
Other Offices
1

ReceiptFinancials

Total AUM
$208.7M
Accounts
37
Discretionary
$208.7M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
4
AUM
$39.2M
Charitable Organization Clients
4
AUM
$169.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account