Polen Capital Management, LLC
Polen Capital Management, LLC (CRD# 106093) is a financial advisory firm headquartered in Boca Raton, FL. They manage $43,238,955,480 in 3,397 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management43,239MILLION
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Total Number of Accounts3,397ACCOUNTS
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Average Account Value$12,728,571
- A percentage of assets under your management
- Performance-based fees
- 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
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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
Thomas Abbatacola (CRD# 4973788) is an Investment Advisor Representative working at Polen Capital Management, LLC in Geneva, IL and has over 19 years of experience in the finance industry.
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.
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.
Damon Ficklin (CRD# 4720164) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 20 years of experience in the finance industry.
Paul Fitzgerald (CRD# 6560231) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Leonardo Gonzalez (CRD# 5275293) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.
John Gunther (CRD# 3007911) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.
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.
Henri Pitkanen (CRD# 6989618) 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.
Steven Zimmerman (CRD# 3269840) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 24 years of experience in the finance industry.