|
⚲
|
| Naples Money Management LLC
✚
|
|
|---|---|
| CRD # | 153499 |
| SEC # | 801-71295 |
| CIK # | |
| AUM | $145.5 MM (2023-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 239-261-4800 |
| Address | 10001 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 50.7 |
| (b) Individuals (high net worth individuals) | 56 | 90.1 |
| (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 | 0.1 |
| (h) Charitable organizations | 12 | 4.5 |
| (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 | 538 | 145.5 |
| By Discretionary | ||
| Discretionary | 497 | 129.6 |
| Non-Discretionary | 41 | 15.9 |
| Total | 538 | 145.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.5 | |
| Total | 538 | 145.5 |
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|---|---|---|
|
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✚
|
FL | 0.1 |
|
Private Wealth Management of North Carolina LLC
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|
NC | 0.1 |
|
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|
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|
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|
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|
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|
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|
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|
Greenshields Capital LLC
✚
|
CA | 0.1 |