|
⚲
|
| Fifth Avenue Family Office LLC
✚
|
|
|---|---|
| CRD # | 122448 |
| SEC # | 801-61413 |
| CIK # | |
| AUM | $1.4 B (2026-03-16) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 239-262-6300 |
| Address | 3003 Tamiami Trail North Naples, FL 34103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 1,339.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 1,350.8 |
| By Discretionary | ||
| Discretionary | 72 | 229.6 |
| Non-Discretionary | 52 | 1,121.2 |
| Total | 124 | 1,350.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,350.8 | |
| Total | 124 | 1,350.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 1.4 |
|
Symphony Financial Ltd Co
✚
|
TX | 1.4 |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.4 |
|
Capital Investment Counsel LLC
✚
|
CO | 1.4 |
|
Intellus Advisors LLC
✚
|
FL | 1.4 |
|
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1.4 |
|
MSH Capital Advisors LLC
✚
|
AZ | 1.3 |
|
Cohalo Advisory LLC
✚
|
1.3 | |
|
Hill Investment Group Partners LLC
✚
|
MO | 1.3 |
|
Estate Counselors LLC
✚
|
WI | 1.3 |