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POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC
BOCA RATON, Florida
·
8 registered advisors
·
CRD# 106093
SEC# 801-15180
1
1-561-241-2425
01
Firm Overview
AUM
$43.2B
Regulatory assets under management
Employees
173
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at POLEN CAPITAL MANAGEMENT, LLC
8 registered advisors
Damon Anson Ficklin
BOCA RATON, Florida
CRD# 4720164
Daniel Adam Davidowitz
BOCA RATON, Florida
CRD# 5403878
Diana Beth Downey
BOCA RATON, Florida
CRD# 5436225
Ian Seth Podbelski
BOCA RATON, Florida
CRD# 4320282
James Paul Gruver
BOCA RATON, Florida
CRD# 2510324
John Edward Gunther
BOCA RATON, Florida
CRD# 3007911
Michael Ernest Guarasci
BOCA RATON, Florida
CRD# 3266924
Stanley Charles Moss
BOCA RATON, Florida
CFA
CRD# 3182592
05
Office Locations
BOCA RATON, Florida
8 advisors
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Data sourced from SEC Form ADV filings. POLEN CAPITAL MANAGEMENT, LLC (CRD# 106093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.