POLEN CAPITAL MANAGEMENT, LLC

BOCA RATON, Florida·20 registered advisors·CRD# 106093
SEC# 801-1518011-561-241-2425
01

Firm Overview

AUM
$43.2B
Regulatory assets under management
Employees
173
Total firm employees
Advisors
20
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 ManagementRetirement PlanningWealth Management
04

Advisors at POLEN CAPITAL MANAGEMENT, LLC

20 registered advisors
Brian David Goldberg
BOCA RATON, Florida
Damon Anson Ficklin
BOCA RATON, Florida
Daniel Adam Davidowitz
BOCA RATON, Florida
Daniel (nmn) Polen
BOCA RATON, Florida
Diana Beth Downey
BOCA RATON, Florida
Graham Montgomery Ward
BOCA RATON, Florida
Ian Seth Podbelski
BOCA RATON, Florida
James Paul Gruver
BOCA RATON, Florida
James Todd Morris
BOCA RATON, Florida
John Blackman Doggett
BOCA RATON, Florida
John Edward Gunther
BOCA RATON, Florida
Karl Franklin Dasher
BOCA RATON, Florida
Kevin Christopher Schneider
BOCA RATON, Florida
Kevin M Dolsen
BOCA RATON, Florida
Lauren Casey Walsh
BOCA RATON, Florida
Michael Ernest Guarasci
BOCA RATON, Florida
Rachel Roth Trock
BOCA RATON, Florida
Solomon Enrico Polen
BOCA RATON, Florida
Stanley Charles Moss
BOCA RATON, Florida
Stuart A Rader
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
20 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.