NAPLES ASSET MANAGEMENT CO., LLC

NAMCOA
MOORESVILLE, North Carolina·3 registered advisors·CRD# 133978
SEC# 801-669458(239) 593-5525
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING SERVICES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAPLES ASSET MANAGEMENT CO., LLC

3 registered advisors
Bryan Evan Smith
MOORESVILLE, North Carolina
Paul Joseph Mcintyre
MOORESVILLE, North Carolina
Susan Robin Riser Whitlock
MOORESVILLE, North Carolina
05

Office Locations

MOORESVILLE, North Carolina
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. NAPLES ASSET MANAGEMENT CO., LLC (CRD# 133978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.