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
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 18 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 19 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.
Kaitlin Shepardson (CRD# 6719147) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 7 years of experience in the finance industry.