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Kyle Jason Shoemaker

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida
Clean recordFIFTH AVENUE FAMILY OFFICE LLC
3003 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 5983281Firm CRD# 122448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Jason Shoemaker · NAPLES, FL
Registration
CRD #5983281 · FIFTH AVENUE FAMILY OFFICE LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle Jason Shoemaker is a registered financial advisor based in NAPLES, Florida, affiliated with FIFTH AVENUE FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIFTH AVENUE FAMILY OFFICE LLC
FIFTH AVENUE FAMILY OFFICE
AUM
$633M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5983281
Firm CRD# 122448
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle Jason Shoemaker offer?
Kyle Jason Shoemaker specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Kyle Jason Shoemaker's credentials?
Kyle Jason Shoemaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Jason Shoemaker located?
Kyle Jason Shoemaker is based in NAPLES, Florida, working with FIFTH AVENUE FAMILY OFFICE LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Kyle Jason Shoemaker charge for services?
Kyle Jason Shoemaker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIFTH AVENUE FAMILY OFFICE LLC?
FIFTH AVENUE FAMILY OFFICE LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIFTH AVENUE FAMILY OFFICE LLC

Craig William Lyon
NAPLES, FL
Gary Benjamin Price
NAPLES, FL
Timothy John Cartwright
NAPLES, FL

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Research
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