$1.4B Total AUM
$229.6M Disc. AUM
95.7% 3Y CAGR
7 Employees
9 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2002
- Office Locations
- 1
Office Locations
3003 Tamiami Trail N, 410 Naples FL
About Fifth Avenue Family Office
Fifth Avenue Family Office delivers family office services for a select group of entrepreneurial families, coordinating and advising across the full-net-worth spectrum. Capabilities include asset management, fixed income, and ETF/index- and mutual-fund implementation, with risk-management and insurance support. Custody often via Schwab or J.P. Morgan.
Team overview
58 AVG AGE
$337.7M AVG AUM / ADVISOR
$150.1M AVG AUM / CLIENT
8.9 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY JOHN CARTWRIGHT
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
G
GARY BENJAMIN PRICE
Managing Member, Partner
- CRD
- #4698358
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
TIMOTHY JOHN CARTWRIGHT
Partner
- CRD
- --
Available
Available
Available
G
GARY BENJAMIN PRICE
Managing Member, Partner
- CRD
- #4698358
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,643,997 | $3,189,500 |
| Non-Discretionary | $1,121,203,044 | $21,561,597 |
| Total | $1,350,847,041 | $10,893,928 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing