Naples Money Management LLC

Naples Money Management LLC (CRD# 153499) is a financial advisory firm headquartered in Naples, FL. They manage $145,477,635 in 538 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $270,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Naples Money Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marcus R. Bickle
CRD#: 6329778
10001 Tamiami Trail North, Naples, FL 34108

Marcus Bickle (CRD# 6329778) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 8 years of experience in the finance industry.

2
John R. Kinkead
CRD#: 2169294
10001 Tamiami Trail North, Naples, FL 34108

John Kinkead (CRD# 2169294) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 32 years of experience in the finance industry.

3
Dawn P. Litchfield
CRD#: 1311347
10001 Tamiami Trail North, Naples, FL 34108

Dawn Litchfield (CRD# 1311347) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 38 years of experience in the finance industry.

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