Naples Global Advisors

Naples Global Advisors (CRD# 158544) is a financial advisory firm headquartered in Naples, FL. They manage $1,472,058,453 in 1,554 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
720 5th Avenue South, Ste. 200, Naples, FL 34102
http://www.verobeachglobaladvisors.com
By the Numbers
  • Total Assets Under Management
    1,472
    MILLION
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $947,271
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
The map below shows states where this firm has explicit registration only.

FL, GA, IL, MA, NC, NH, OH, TN, TX, VA

Financial Advisors at Naples Global Advisors
Showing 11 - 13 of 13 top financial advisors.
11
Austin Herzer, financial advisor Naples FL
Austin K. Herzer
CRD#: 7619290
720 5th Avenue South, Ste. 200, Naples, FL 34102

Austin Herzer (CRD# 7619290) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has 1 year of experience in the finance industry.

12
Thomas Russo, financial advisor Naples FL
Thomas W. Russo
CRD#: 6952397
720 5th Avenue South, Ste. 200, Naples, FL 34102

Thomas Russo (CRD# 6952397) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 5 years of experience in the finance industry.

13
Kelly Walker, financial advisor Naples FL
Kelly K. Walker
CRD#: 7229361
720 5th Avenue South, Ste. 200, Naples, FL 34102

Kelly Walker (CRD# 7229361) is an Investment Advisor Representative working at Naples Global Advisors in Naples, FL and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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