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ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452 · SEC 801-129831
16824 KERCHEVAL PLACE, SUITE 202, GROSSE POINTE, MI, 48230, United States
Phone
313-290-2602
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.1M
Discretionary AUM
$229.1M
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $41.5M |
| High net worth individuals | 58 | $185.9M |
| Charitable organizations | 2 | $545K |
| Corporations/business entities | 2 | $1.1M |
States served
IL, MI, NY, TX
All web addresses on file
Official SEC filing: View on IAPD