Naples Equity Advisors, LLC
Naples Equity Advisors, LLC (CRD# 151816) is a financial advisory firm headquartered in , . They manage $8,700,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Naples Equity Advisors, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$580,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
FL, SC
Financial Advisors at Naples Equity Advisors, LLC
1
William Grubb (CRD# 1270444) is an Investment Advisor Representative working at Naples Equity Advisors, LLC in Winnsboro, SC and has over 33 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.