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Fifth Avenue Family Office

Headquartered in NAPLES, FL

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Firm Information

Fifth Avenue Family Office is a Naples, FL-based registered investment advisor with $633,393,801 in regulatory assets under management. The firm provides financial planning, business consulting, and portfolio management for individuals and charitable organizations. Fifth Avenue Family Office also assists clients with selecting other advisors.

Fifth Avenue Family Office

3003 TAMIAMI TRAIL NORTH

NAPLES, FL 34103

$633.39M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FIFTH AVENUE FAMILY OFFICE has a total of 1 branch locations across the country.
location

NAPLES, FL

Advisors at Fifth Avenue Family Office

View All 3 Advisors
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Danielle Russo-slugh

RA

NAPLES, FL

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Gary Benjamin Price

RA

NAPLES, FL

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Travis John Lazaroff

RA

NAPLES, FL

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Unclaimed
Kyle Jason Shoemaker

RA

NAPLES, FL

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Disclosures

There are no public disclosures for Fifth Avenue Family Office.

Frequently Asked Questions (7)

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