CRD: 286452
Antonelli Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · Comerica Bank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2018
- Office Locations
- 1
Office Locations
About Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC is a Grosse Pointe, MI RIA providing comprehensive financial and wealth planning for individuals and retirees, including tax, estate/legacy, charitable and insurance planning alongside ongoing portfolio management. The investment approach emphasizes diversified asset allocation using ETFs and mutual funds, with capacity for fixed income, real estate exposure and socially responsible mandates. Common custody includes Schwab (also Fidelity/NFS) and the firm uses Tamarac.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUZANNE MARIE ANTONELLI CFP
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #1635340
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Chelsei June Latsch
Wealth Advisor
- CRD
- #7090874
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,098,462 | $379,302 |
| Non-Discretionary | $0 | -- |
| Total | $229,098,462 | $379,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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