$7.9M Total AUM
$679.3K Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- Delta foundationWave
- Established Date
- 04-05-2021
- Office Locations
- 1
Office Locations
24445 Northwestern HWY Suite 115 Southfield MI
About Antonio Stokes Advisors
Antonio Stokes Advisors is a Southfield, MI wealth management and planning firm serving individuals, families, and small businesses. The team builds goal- and risk-based strategies across taxable accounts and 401(k) plans, complemented by retirement and estate planning, tax planning, and insurance guidance (life and long-term care). Portfolios commonly use ETFs and other public funds; works with custodians such as LPL Financial.
Team overview
53 AVG AGE
$7.9M AVG AUM / ADVISOR
$131.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Beacon Unison value
Client Personas
Glacier value
Custodian
Momentum Ridge Oak Pathway Alpha frontier
Investment Themes
Wave element Foundation Horizon vertex
Investment Vehicles
Unison element Crest summit
Services
Summit Focus Summit Matrix vital Vital Eagle Alpha vital Beacon frontier
Technology
Oak Vertex
Owner & Executives
ANTONIO A STOKES
Investment Advisor, Owner
- CRD
- #5924946
- Ownership
- 75% or more
(830) 944-5557
prime.horizon@vertexcapital.com
in linkedin.com/in/frontier-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $679,322 | -- |
| Non-Discretionary | $7,195,793 | -- |
| Total | $7,875,115 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,875,115
Equity - Exchange:
38.5% Cash:
12.0% Public Funds:
9.9% Corporate - Investment Grade:
39.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,696,001,893 | 38.5% |
| Cash | $528,623,967 | 12.0% |
| Public Funds | $436,114,772 | 9.9% |
| Corporate - Investment Grade | $1,744,459,090 | 39.6% |
| Total | $4,405,199,722 | 100.0% |