Polen Capital Management, LLC

Polen Capital Management, LLC (CRD# 106093) is a financial advisory firm headquartered in Boca Raton, FL. They manage $46,029,107,670 in 3,094 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    46,029
    MILLION
  • Total Number of Accounts
    3,094
    ACCOUNTS
  • Average Account Value
    $14,876,893
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Polen Capital Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Thomas J. Abbatacola
CRD#: 4973788
Geneva, IL

Thomas Abbatacola (CRD# 4973788) is an Investment Advisor Representative working at Polen Capital Management, LLC in Geneva, IL and has over 16 years of experience in the finance industry.

2
Jessica L. Bartlone
CRD#: 6388032
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Jessica Bartlone (CRD# 6388032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has 2 years of experience in the finance industry.

3
Daniel A. Davidowitz
CRD#: 5403878
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Daniel Davidowitz (CRD# 5403878) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

4
Damon A. Ficklin
CRD#: 4720164
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Damon Ficklin (CRD# 4720164) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 17 years of experience in the finance industry.

5
Paul J. Fitzgerald
CRD#: 6560231
1825 Nw Corporate Blvd, Suite 300, Boca Raton, FL 33431

Paul Fitzgerald (CRD# 6560231) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.

6
Leonardo Gonzalez
CRD#: 5275293
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Leonardo Gonzalez (CRD# 5275293) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.

7
John E. Gunther
CRD#: 3007911
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

John Gunther (CRD# 3007911) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 10 years of experience in the finance industry.

8
Stanley C. Moss
CRD#: 3182592
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Stanley Moss (CRD# 3182592) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

9
Henri Pitkanen
CRD#: 6989618
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431

Henri Pitkanen (CRD# 6989618) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 2 years of experience in the finance industry.

10
Kaitlin M. Sulkowski
CRD#: 6719147
1825 Nw Corporate Blvd, Suite 300, Boca Raton, FL 33431

Kaitlin Sulkowski (CRD# 6719147) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.

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