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Building 2NAPLES MONEY MANAGEMENT LLC

Map pinNAPLES, FL
Phone239-261-4800
NotebookSEC #801-71295
Total AUM
$164.4M
Employees
6
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10001 TAMIAMI TRAIL NORTH
SUITE 101
NAPLES
FL 34108
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
239-261-4800

ReceiptFinancials

Total AUM
$164.4M
Accounts
484
Discretionary
$163.9M
Accounts
478
Non-Discretionary
$523.7K
Accounts
6

ContactClients

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Individual Clients
116
AUM
$64M
HNW Individual Clients
62
AUM
$98.7M
Pension/Profit Sharing Plan Clients
1
AUM
$429.9K
Charitable Organization Clients
5
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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