Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452589778
SEC advisor number
801-72600
FINRA CRD number
158544
AUM ?
$1.24 bn
(as of 23 Mar 23)
Accounts
1,354
(as of 23 Mar 23)
Employees
15
(8 investment advisory or research)
Address
Naples Global Advisors
720 FIFTH AVENUE SOUTH
SUITE 200
NAPLES
FL 34102
720 FIFTH AVENUE SOUTH
SUITE 200
NAPLES
FL 34102
Phone
2397767900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22