Polen Capital Management, LLC

Polen Capital Management, LLC (CRD# 106093) is a financial advisory firm headquartered in Boca Raton, FL. They manage $10,422,172,073 in 3,810 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,422
    MILLION
  • Total Number of Accounts
    3,810
    ACCOUNTS
  • Average Account Value
    $2,735,478
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, VT, WA, WI, WV

Financial Advisors at Polen Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jennifer M. Pedigo
CRD#: 4268455
1825 Nw Corporate Blvd, Suite 300, Boca Raton, FL 33431
96
Wealthminder
score

Jennifer Pedigo (CRD# 4268455) 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.

2
Damon A. Ficklin
CRD#: 4720164
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
93
Wealthminder
score

Damon Ficklin (CRD# 4720164) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry.

3
John E. Gunther
CRD#: 3007911
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
93
Wealthminder
score

John Gunther (CRD# 3007911) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

4
Brian C. Yacko
CRD#: 2686498
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
93
Wealthminder
score

Brian Yacko (CRD# 2686498) 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
Daniel A. Davidowitz
CRD#: 5403878
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
90
Wealthminder
score

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.

6
Stanley C. Moss
CRD#: 3182592
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
90
Wealthminder
score

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.

7
Leonardo Gonzalez
CRD#: 5275293
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
81
Wealthminder
score

Leonardo Gonzalez (CRD# 5275293) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.