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Naples Money Management LLC

● SEC registered since 2010CRD 153499SEC# 801-71295Naples, FL
Export (members)
Reg. AUM
$157.8M
Employees
4
Accounts
498
Location
Naples, FL

Naples Money Management LLC assets under management

Naples Money Management LLC is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2010. It reports $157.8 million in regulatory assets under management and employs 4 people.

Naples Money Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Dawn Perniciaro Brown Living Trust ControlOwner50-75%2022
Dawn Perniciaro LitchfieldManager, Co-Founder & Chief Compliance OfficerUnder 5%2011
Marcus R Bickle ControlOwner50-75%2022

Frequently asked questions

How much does Naples Money Management LLC manage?

Naples Money Management LLC reports $157.8 million in regulatory assets under management on its Form ADV.

How many employees does Naples Money Management LLC have?

Naples Money Management LLC reports 4 employees.

Where is Naples Money Management LLC located?

Naples Money Management LLC is based in Naples, FL and has been SEC-registered since 2010.

Does Naples Money Management LLC disclose fund performance?

Naples Money Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10001 Tamiami Trail North, Suite 101, Naples, FL 34108
Phone239-261-4800
Fax239-261-2085
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.4M
Non-discretionary$4.4M
Total (RAUM)$157.8M