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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2011
- Office Locations
- 2
Office Locations
About Antonetti Capital Management, LLC
Antonetti Capital Management is a fee-only RIA (serving clients since 1995) providing customized investment management and financial planning for individuals and families. Portfolios are built from a macro-driven asset allocation across stocks, bonds, real estate, commodities and cash, including global total return and fixed-income strategies with direct bond ownership. Clients receive quarterly performance reviews and benchmarking; custody partner includes Fidelity.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PASQUALE (NMN) ANTONETTI JR
Chief Compliance Officer, Manager
- CRD
- #2338442
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ROBERT WARD JOHNSTON JR
Managing Director
- CRD
- #844376
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,217,572 | $403,304 |
| Non-Discretionary | $5,141,142 | $233,688 |
| Total | $129,358,714 | $391,996 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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