Paul
Marinelli

Riverglades Family Offices, LLC

CRD#4670011
Investment Advisor
in Naples, FL

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About this Advisor

Paul Marinelli is a financial advisor based in Naples, Florida, working with Riverglades Family Offices, LLC. Paul has previously held positions at Antonetti Capital Management and Riverglades Family Offices, LLC. Paul has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Paul is part of Riverglades Family Offices, LLC, which operates out of Naples, Florida. The firm has 2 employees and manages assets totaling $178.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Riverglades Family Offices, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2640 Golden Gate Pkwy Suite #105
Naples, FL 34105

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Riverglades Family Offices, LLC Brokerage Details

Total Assets Under Management

$178,105,250

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

205

FL Average: 2,474
Average Account Size

$868,806

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Marinelli Work History

2014 - Present (11 years)

Riverglades Family Offices, LLC

2013 - 2014 (1 year)

Antonetti Capital Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Marinelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riverglades Family Offices, LLC

Paul Marinelli
Naples, FL
Bertram Martin
Naples, FL

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