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Building 2RIVERGLADES FAMILY OFFICES, LLC

Map pinNAPLES, FL
Phone(239) 263-4079
NotebookSEC #801-79857
Total AUM
$221.4M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2640 GOLDEN GATE PKWY
SUITE #105
NAPLES
FL 34105
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
(239) 263-4079

ReceiptFinancials

Total AUM
$221.4M
Accounts
200
Discretionary
$176.8M
Accounts
157
Non-Discretionary
$44.6M
Accounts
43

ContactClients

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Individual Clients
24
AUM
$7.9M
HNW Individual Clients
34
AUM
$157.8M
Charitable Organization Clients
7
AUM
$34.9M
Corporation or Business Clients
5
AUM
$20.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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