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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Antonelli Financial Advisors LLC
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| CRD # | 286452 |
| SEC # | 801-129831 |
| CIK # | 0002055364 |
| AUM | $193.0 M (2025-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 313-290-2602 |
| Address | 16824 Kercheval Place Grosse Pointe, MI 48230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.1 | ||
| Amazon Com Inc | 4.9 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Facebook Inc | 4.7 | ||
| Alphabet Inc | 3.4 | ||
| Microsoft Corp | 3.0 | ||
| Nvidia Corp | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Amgen Inc | 0.9 | ||
| Stryker Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 40.1 |
| (b) Individuals (high net worth individuals) | 47 | 145.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 193.0 |
| By Discretionary | ||
| Discretionary | 564 | 193.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 564 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 192.0 | |
| Total | 564 | 193.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055364] |
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|---|---|---|
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IL | 0.2 |
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0.2 | |
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0.2 | |
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0.2 | |
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Blue Summit Financial Group Inc
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NE | 0.2 |
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ECON Financial Services Corporation
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PA | 0.2 |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 0.2 |
|
Allen Capital Management LLC
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|
WA | 0.2 |