|
⚲
|
| Naples Money Management LLC
✚
|
|
|---|---|
| CRD # | 153499 |
| SEC # | 801-71295 |
| CIK # | 0002008660 |
| AUM | $157.8 M (2025-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 239-261-4800 |
| Address | 10001 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.4 | ||
| Netflix Inc | 6.5 | ||
| Microsoft Corp | 5.7 | ||
| Teradyne Inc | 4.7 | ||
| Carpenter Technology Corp | 4.1 | ||
| Facebook Inc | 4.0 | ||
| Capital One Financial Corp | 3.5 | ||
| Harris Corp /DE/ | 3.1 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Ace Ltd | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 61.2 |
| (b) Individuals (high net worth individuals) | 56 | 93.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 7 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 157.8 |
| By Discretionary | ||
| Discretionary | 492 | 153.4 |
| Non-Discretionary | 6 | 4.4 |
| Total | 498 | 157.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.8 | |
| Total | 498 | 157.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008660] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Assabet Advisors LLC
✚
|
MA | 0.2 |
|
Macke Financial Advisory Group Inc
✚
|
FL | 0.2 |
|
Magnolia Wealth Management LLC
✚
|
AL | 0.2 |
|
Wabash Capital Inc
✚
|
IN | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Preserver Partners LLC
✚
|
TN | 0.2 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.2 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.2 |
|
WPA Family Office LLC
✚
|
TX | 0.2 |