JC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
290 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$1.7B
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing information on the personnel of Naples Global Advisors, LLC and its affiliate, Vero Beach Global Advisors.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
720 5th Avenue South, Ste. 200, Naples, FL, 34102
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Naples Global Advisors
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Brownstone Investment Group, LLCBroker
March 2014 - December 2018 · 4 yrs 9 mos
Carolina Capital Markets, INC.Broker
April 2011 - March 2014 · 2 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.