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).

Current Firm Details
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
https://vimeo.com/polencapital
By the Numbers
  • Total Assets Under Management
    43,239
    MILLION
  • Total Number of Accounts
    3,397
    ACCOUNTS
  • Average Account Value
    $12,728,571
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
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 11 - 11 of 11 top financial advisors.
11
Joshua Ojeda, financial advisor Boca Raton FL
Joshua C. Ojeda
CRD#: 7549307
1825 Nw Corporate Blvd, Ste 300, Boca Raton, FL 33431

Joshua Ojeda (CRD# 7549307) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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