1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ANTONELLI FINANCIAL ADVISORS, LLC

Map pinGROSSE POINTE, MI
Phone313-290-2602
NotebookSEC #801-129831
Total AUM
$229.1M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16824 KERCHEVAL PLACE
SUITE 202
GROSSE POINTE
MI 48230
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
313-290-2602

ReceiptFinancials

Total AUM
$229.1M
Accounts
604
Discretionary
$229.1M
Accounts
604
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
131
AUM
$41.5M
HNW Individual Clients
58
AUM
$185.9M
Charitable Organization Clients
2
AUM
$544.5K
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ILMINYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account