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NAPLES MONEY MANAGEMENT LLC
CRD 153499 · SEC 801-71295
10001 TAMIAMI TRAIL NORTH, SUITE 101, NAPLES, FL, 34108, United States
Phone
239-261-4800
Fax
239-261-2085
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.4M
Discretionary AUM
$163.9M
Team
6 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $64.0M |
| High net worth individuals | 62 | $98.7M |
| Pension/profit sharing plans | 1 | $430K |
| Charitable organizations | 5 | $1.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD