Managers in Marco Island, FL

United States · 3 asset managers within 25 km · 3 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Naples, FL 55 · Bonita Springs, FL 2 · Immokalee, FL 1

Asset managers in and around Marco Island

#	Manager	People here	Assets
1	ANCHOR & OAK WEALTH ADVISORS, LLC Marco Island	about 3main office
2	Lebenthal Diversified Asset Management Inc. Marco Island $883.7m	1	$883.7m
3	CLEARSHARES LLC mutual funds, institutions · Marco Island CLEARSHARES LLC, CIC, LLC $382.5m	about 1main office	$382.5m

3 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.