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Building 2NAPLES GLOBAL ADVISORS

Map pinNAPLES, FL
Phone239-776-7900
NotebookSEC #801-72600
Total AUM
$2B
Employees
20
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
856 3RD AVENUE SOUTH
STE. 200
NAPLES
FL 34102
United States
Operating Hours
8-5
Monday - Friday
Phone
239-776-7900
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
1,791
Discretionary
$2B
Accounts
1,548
Non-Discretionary
$44.2M
Accounts
243

ContactClients

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Individual Clients
34
AUM
$18.7M
HNW Individual Clients
252
AUM
$1.9B
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M
Charitable Organization Clients
13
AUM
$31.8M
Corporation or Business Clients
7
AUM
$20.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMANCNHNJOHTNTXVA

HandshakeAffiliates

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

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