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Building 2LITCHFIELD, NELSON & COMPANY

Map pinNAPLES, FL
Phone239-261-4800
NotebookSEC #801-56394
Total AUM
$92.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3033 RIVIERA DRIVE
SUITE 106
NAPLES
FL 34103
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
239-261-4800

ReceiptFinancials

Total AUM
$92.4M
Accounts
172
Discretionary
$92.4M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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