KW
CFP
KW
CFP

Kelly Kramer Walker

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
290 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$1.7B
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Contact

KW
Kelly Kramer Walker

Location

720 5th Avenue South, Ste. 200, Naples, FL, 34102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Naples Global Advisors
March 2020 - Present · 5 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
KW
Contact
Kelly Kramer Walker