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Antonelli Financial Advisors, LLC

● SEC registered since 2024CRD 286452SEC# 801-129831Grosse Pointe, MI
Export (members)
Reg. AUM
$193M
Employees
3
Accounts
564
Location
Grosse Pointe, MI

Antonelli Financial Advisors, LLC assets under management

Antonelli Financial Advisors, LLC is an SEC-registered investment adviser based in Grosse Pointe, MI. The firm has been registered since 2024. It reports $193 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/antonelli-financial-advisorsView on SEC.gov ↗

Antonelli Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Suzanne Marie Antonelli ControlCeo, CcoOver 75%2016

Frequently asked questions

How much does Antonelli Financial Advisors, LLC manage?

Antonelli Financial Advisors, LLC reports $193 million in regulatory assets under management on its Form ADV.

How many employees does Antonelli Financial Advisors, LLC have?

Antonelli Financial Advisors, LLC reports 3 employees.

Where is Antonelli Financial Advisors, LLC located?

Antonelli Financial Advisors, LLC is based in Grosse Pointe, MI and has been SEC-registered since 2024.

Does Antonelli Financial Advisors, LLC disclose fund performance?

Antonelli Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16824 Kercheval Place, Suite 202, Grosse Pointe, MI 48230
Phone313-290-2602
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$193M
Non-discretionary$0
Total (RAUM)$193M