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ANTONE ASSET MANAGEMENT, INC
CRD 141468
701 PALOMAR AIRPORT ROAD STE 300, CARLSBAD, CA, 92011-1028, United States
Phone
760-730-3079
Fax
760-454-3130
Registration
— (—)
Source
State registered
Total AUM
$18.4M
Discretionary AUM
$18.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.6M |
| High net worth individuals | 14 | $12.9M |
| Pension/profit sharing plans | 2 | $939K |
Official SEC filing: View on IAPD