NAPLES MONEY MANAGEMENT LLC
CRD #153499 SEC #801-71295 NAPLES, FL 239-261-4800
SEC Registered
Total AUM
$157.8M
Discretionary
$153.4M
Employees
4
Clients
26
Accounts
498
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.8M | $153.4M | $4.4M | 4 | 0 |
| Mar 2024 | $145.7M | $142.1M | $3.6M | 4 | 0 |
| May 2023 | $145.5M | $129.6M | $15.9M | 4 | 0 |
| Mar 2023 | $145.5M | $129.6M | $15.9M | 4 | 0 |
| Nov 2022 | $183.6M | $171.8M | $11.8M | 4 | 0 |
| Aug 2022 | $183.6M | $171.8M | $11.8M | 4 | 0 |
| Mar 2022 | $183.6M | $171.8M | $11.8M | 4 | 0 |
| Sep 2021 | $145.9M | $133.9M | $12M | 4 | 2 |
| Sep 2021 | $145.9M | $133.9M | $12M | 4 | 2 |
| Mar 2021 | $145.9M | $133.9M | $12M | 4 | 2 |
| Jun 2020 | $126.6M | $119.9M | $6.7M | 5 | 0 |
| Mar 2020 | $126.6M | $119.9M | $6.7M | 5 | 0 |
| Mar 2019 | $132.2M | $125.9M | $6.3M | 5 | 0 |
| Mar 2018 | $142.7M | $134.1M | $8.6M | 5 | 0 |
| Mar 2017 | $114.9M | $105.8M | $9.2M | 5 | 100 |
| Mar 2016 | $121.2M | $116.3M | $4.9M | 5 | 100 |
| Mar 2015 | $119.6M | $116.8M | $2.9M | 5 | 100 |
| Dec 2014 | $120.9M | $118.5M | $2.4M | 5 | 100 |
| Apr 2014 | $114.6M | $112.9M | $1.6M | 5 | 100 |
| Mar 2013 | $101.6M | $92.1M | $9.5M | 5 | 110 |
| Dec 2012 | $102.3M | $80.8M | $21.5M | 8 | 130 |
| Dec 2012 | $102.3M | $80.8M | $21.5M | 8 | 130 |
| Apr 2012 | $102.3M | $80.8M | $21.5M | 6 | 130 |
| Mar 2012 | $102.3M | $80.8M | $21.5M | 6 | 130 |
| Jul 2011 | $102M | $102M | $0 | 10 | -- |
| Jul 2011 | $102M | $102M | $0 | 10 | -- |
| Jun 2011 | $102M | $102M | $0 | 10 | -- |
| Mar 2011 | $102M | $102M | $0 | 10 | -- |
| Aug 2010 | $94.4M | $94.4M | $0 | 5 | -- |
| Aug 2010 | $94.4M | $94.4M | $0 | 5 | -- |
| Jul 2010 | $94.4M | $94.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$157.8M
Discretionary$153.4M
Non-Disc.$4.4M
Employees4
Clients0
DateMar 2024
Total AUM$145.7M
Discretionary$142.1M
Non-Disc.$3.6M
Employees4
Clients0
DateMay 2023
Total AUM$145.5M
Discretionary$129.6M
Non-Disc.$15.9M
Employees4
Clients0
DateMar 2023
Total AUM$145.5M
Discretionary$129.6M
Non-Disc.$15.9M
Employees4
Clients0
DateNov 2022
Total AUM$183.6M
Discretionary$171.8M
Non-Disc.$11.8M
Employees4
Clients0
DateAug 2022
Total AUM$183.6M
Discretionary$171.8M
Non-Disc.$11.8M
Employees4
Clients0
DateMar 2022
Total AUM$183.6M
Discretionary$171.8M
Non-Disc.$11.8M
Employees4
Clients0
DateSep 2021
Total AUM$145.9M
Discretionary$133.9M
Non-Disc.$12M
Employees4
Clients2
DateSep 2021
Total AUM$145.9M
Discretionary$133.9M
Non-Disc.$12M
Employees4
Clients2
DateMar 2021
Total AUM$145.9M
Discretionary$133.9M
Non-Disc.$12M
Employees4
Clients2
DateJun 2020
Total AUM$126.6M
Discretionary$119.9M
Non-Disc.$6.7M
Employees5
Clients0
DateMar 2020
Total AUM$126.6M
Discretionary$119.9M
Non-Disc.$6.7M
Employees5
Clients0
DateMar 2019
Total AUM$132.2M
Discretionary$125.9M
Non-Disc.$6.3M
Employees5
Clients0
DateMar 2018
Total AUM$142.7M
Discretionary$134.1M
Non-Disc.$8.6M
Employees5
Clients0
DateMar 2017
Total AUM$114.9M
Discretionary$105.8M
Non-Disc.$9.2M
Employees5
Clients100
DateMar 2016
Total AUM$121.2M
Discretionary$116.3M
Non-Disc.$4.9M
Employees5
Clients100
DateMar 2015
Total AUM$119.6M
Discretionary$116.8M
Non-Disc.$2.9M
Employees5
Clients100
DateDec 2014
Total AUM$120.9M
Discretionary$118.5M
Non-Disc.$2.4M
Employees5
Clients100
DateApr 2014
Total AUM$114.6M
Discretionary$112.9M
Non-Disc.$1.6M
Employees5
Clients100
DateMar 2013
Total AUM$101.6M
Discretionary$92.1M
Non-Disc.$9.5M
Employees5
Clients110
DateDec 2012
Total AUM$102.3M
Discretionary$80.8M
Non-Disc.$21.5M
Employees8
Clients130
DateDec 2012
Total AUM$102.3M
Discretionary$80.8M
Non-Disc.$21.5M
Employees8
Clients130
DateApr 2012
Total AUM$102.3M
Discretionary$80.8M
Non-Disc.$21.5M
Employees6
Clients130
DateMar 2012
Total AUM$102.3M
Discretionary$80.8M
Non-Disc.$21.5M
Employees6
Clients130
DateJul 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees5
Clients--