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NAPLES GLOBAL ADVISORS LLC
NAPLES GLOBAL ADVISORS LLC
NAPLES GLOBAL ADVISORS
NAPLES, Florida
·
6 registered advisors
·
CRD# 158544
SEC# 801-72600
1
239-776-7900
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NAPLES GLOBAL ADVISORS LLC
6 registered advisors
Grzegorz Stefan Debski
NAPLES, Florida
CRD# 5394642
Isaac Earl William Codrey
NAPLES, Florida
CRD# 5528949
John Mixon Suddeth
NAPLES, Florida
CRD# 1653540
Kerry Mcguire Geroy
NAPLES, Florida
CRD# 2021861
Michael H. Morris
NAPLES, Florida
CRD# 4513473
Nicole Lynn Felts
NAPLES, Florida
CRD# 4229237
05
Office Locations
NAPLES, Florida
6 advisors
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Data sourced from SEC Form ADV filings. NAPLES GLOBAL ADVISORS LLC (CRD# 158544) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.