NAPLES MONEY MANAGEMENT LLC

RIASEC RegisteredEst. 2010

Total AUM

$164M

Discretionary

$164M

100% of AUM

Avg account

$340K

Accounts

484

Employees

Advisory reps

Firm details

Headquarters: NAPLES, Florida
CRD number: 153499
Registered since: April 6, 2010
Website: www.naplesmoneymanagers.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.04%
Individuals38.95%
Charitable Organizations0.75%
Pension & Profit Sharing Plans0.26%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Naples Money Management LLC is an independent, privately owned advisory firm organized as an LLC and registered with the SEC since 2010. The firm positions itself as a capital allocator for both individual and family clients as well as institutional accounts, offering fee models that include a percentage of assets under management alongside hourly and flat-fee arrangements. Core services combine financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. The firm also operates as an insurance broker, which complements its advisory work and distribution of certain insurance-based products. Naples Money Management is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.