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Building 2FIFTH AVENUE FAMILY OFFICE

Map pinNAPLES, FL
Phone239-262-6300
NotebookSEC #801-61413
Total AUM
$1.4B
Employees
7
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3003 TAMIAMI TRAIL NORTH
SUITE 410
NAPLES
FL 34103
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
239-262-6300

ReceiptFinancials

Total AUM
$1.4B
Accounts
124
Discretionary
$229.6M
Accounts
72
Non-Discretionary
$1.1B
Accounts
52

ContactClients

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HNW Individual Clients
9
AUM
$1.3B
Charitable Organization Clients
1
AUM
$11M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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