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NAPLES GLOBAL ADVISORS
NAPLES GLOBAL ADVISORS LLC
CRD 158544 · SEC 801-72600
856 3RD AVENUE SOUTH, STE. 200, NAPLES, FL, 34102, United States
Phone
239-776-7900
Fax
239-776-7909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.00B
Discretionary AUM
$1.95B
Team
20 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $18.7M |
| High net worth individuals | 252 | $1.92B |
| Charitable organizations | 13 | $31.8M |
| Corporations/business entities | 7 | $20.2M |
States served
CA, CO, GA, IL, MA, NJ, NC, OH, TN, VA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/share/1DHvzGLwSX/?mibextid=wwXIfr
- https://www.linkedin.com/company/vero-beach-global-advisors/
- HTTP://WWW.VEROBEACHGLOBALADVISORS.COM
- HTTP://WWW.NAPLESGLOBALADVISORS.COM
- https://www.linkedin.com/company/naples-global-advisors-llc
- https://www.facebook.com/people/Naples-Global-Advisors-LLC/61571223841127/#
Official SEC filing: View on IAPD