A
CRD: 141468
Antone Asset Management, INC
Carlsbad, CA, 92011
7607303079
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2006
- Office Locations
- 1
Office Locations
701 Palomar Airport Road STE 300 Carlsbad CA
About Antone Asset Management, INC
Antone Asset Management, INC is a Carlsbad-based RIA. The firm has been operating for 19 years. Managing $18.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
57 AVG AGE
$18.4M AVG AUM / ADVISOR
$541.9K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Zenith
Asset Classes
North capital Eagle Legacy Pioneer North
Investment Themes
Eagle Focus Pathway Capital prime
Investment Vehicles
Zenith fusion
Services
Peak vital Crest Unison Value crest Momentum Meridian glacier
Owner & Executives
G
GARY NICHOLAS ANTONE
Chief Compliance Officer, President
- CRD
- #1871408
- Ownership
- 75% or more
(847) 750-2469
meridian.unison@crestcapital.com
in linkedin.com/in/north-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,424,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,424,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,424,362
U.S. Government/Agency:
11.1% Equity - Exchange:
34.4% Cash:
34.7% Equity - OTC:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $99,112,844 | 11.1% |
| Equity - Exchange | $307,160,524 | 34.4% |
| Cash | $309,839,250 | 34.7% |
| Equity - OTC | $176,795,883 | 19.8% |
| Total | $892,908,501 | 100.0% |