NAPLES MONEY MANAGEMENT LLC
SEC RegisteredAbout the firm
Naples Money Managers (NMM) offers tailored investment portfolios designed to meet clients' financial needs and risk tolerance, focusing on growth, income, or both. The firm emphasizes trust and integrity in its client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored portfolios for growth, income, or both; retirement income solutions; guaranteed income strategies; principal preservation; annuity guidance; and financial planning for life-changing events.
Who they serve
Retirees, pre-retirees, seniors, women concerned about outliving their money, vulnerable millionaires, foundations, charitable trusts, and individuals experiencing life-changing financial events such as selling a business, inheriting money, or receiving a settlement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 116 | $64M |
| High Net Worth Individuals | 62 | $99M |
| Charitable Organizations | 1 | $430k |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NAPLES MONEY MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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