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Building 2ANTONETTI CAPITAL MANAGEMENT, LLC

Map pinNAPLES, FL
Phone239-403-0218
NotebookSEC #801-112669
Total AUM
$129.4M
Employees
2
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 BAILEY LANE
SUITE 155
NAPLES
FL 34105
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
239-403-0218
Other Offices
1

ReceiptFinancials

Total AUM
$129.4M
Accounts
330
Discretionary
$124.2M
Accounts
308
Non-Discretionary
$5.1M
Accounts
22

ContactClients

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Individual Clients
103
AUM
$33.2M
HNW Individual Clients
34
AUM
$92.7M
Pension/Profit Sharing Plan Clients
2
AUM
$1.5M
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINCNYOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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