Naples Global Advisors, LLC at 720 5th Ave S STE 200, Naples, FL 34102 lists Suddeth John and Morris Michael of Naples, FL as the associates.
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Morris Michael
Registered Agent
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720 5TH AVE S, NAPLES, FL 34102
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Suddeth John
Manager
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1899 MISSION DR, NAPLES, FL 34109
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Morris Michael
Manager
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400 4TH AVE N, NAPLES, FL 34102
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720 5TH AVE S STE 200, NAPLES, FL 34102
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$2,158,596 / $2,864,089 | 2023 | NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 14 | $2,158,596 / $2,864,089 |
| 2022 | Plan NameNAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,299,361 / $2,158,596 | 2022 | NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 12 | $2,299,361 / $2,158,596 |
| 2021 | Plan NameNAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,716,588 / $2,299,361 | 2021 | NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 11 | $1,716,588 / $2,299,361 |
| 2020 | Plan NameNAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,247,165 / $1,716,588 | 2020 | NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 12 | $1,247,165 / $1,716,588 |
| 2019 | Plan NameNAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$927,544 / $1,247,165 | 2019 | NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $927,544 / $1,247,165 |
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor