Falists
← Back to search

FIFTH AVENUE FAMILY OFFICE

FIFTH AVENUE FAMILY OFFICE LLC

CRD 122448 · SEC 801-61413

Visit website

3003 TAMIAMI TRAIL NORTH, SUITE 410, NAPLES, FL, 34103, United States

Phone

239-262-6300

Fax

239-262-2212

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.35B

Discretionary AUM

$229.6M

Team

7 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS CONSULTING

Client types

TypeClientsAUM
High net worth individuals9$1.34B

States served

FL

All web addresses on file

Official SEC filing: View on IAPD