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NAPLES GLOBAL ADVISORS LLC

EIN 45-2589778-investment management-Latest filing 2025
Plans
1
Retirement
1
$4.6M assets
Welfare
0
Participants
15
720 5TH AVE S STE 200 - NAPLES, FL 341026623239-776-7900naplesglobaladvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$4.6M - 15 part

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Retirement#001

NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.6M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.6M152025
Retirement plans
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