Naples Global Advisors

Investment Management, 720 5th Avenue South, Naples, Florida, 34102, United States, 1-10 Employees

Phone Number: 23********

Who is NAPLES GLOBAL ADVISORS

Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments. From retire...

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Headquarters: 720 5th Avenue South, Naples, Florida, 34102, United States
Date Founded: 2011
Employees: 1-10
Revenue: $5 Million to $10 Million
Active Tech Stack: See technologies
CEO: Michael Morris
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Industry: Investment Management

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Naples Global Advisors Org Chart and Mapping

Greg Debski

Principal and Portfolio Manager

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Isaac Codrey

Principal and Portfolio Manager

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Nicole Felts

Principal

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Frequently Asked Questions Regarding Naples Global Advisors

Answer: Naples Global Advisors's headquarters are located at 720 5th Avenue South, Naples, Florida, 34102, United States

Answer: Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments. From retirement and estate planning to business investment and growth, we help clients and organizations in many financial positions and stages of life to establish, protect and grow wealth and assets. Our investment philosophy is at the core of our firm. We are value investors paying attention to the price of an asset relative to our perception of its worth. Our investment decisions are based on valuation, authenticity of earnings and cash flow and the utilization of a global opportunity set. Our professional team, located in Naples, Florida, provides the following services: - Customized Portfolio Management - Estate and Trust Planning - Cash Flow Forecasting and Budgeting - Banking Products Counsel - IRA and Retirement Plan Elections - Life Insurance Coverage Analysis - Social Security Benefit Consultation. Around the globe or around the corner. We invite you to find out how a global investment strategy can help you achieve your financial goals. Please note: Third-party posts do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy. Naples Global Advisors, LLC is registered as an investment advisor with the US Securities and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and it does not indicate that the advisor has attained a particular level of skill or ability. Our Form ADV, Part 2 disclosure brochure is available upon request. Images and photographs are included for the sole purpose of visually enhancing the firm's LinkedIn page. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.