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| Antonelli Financial Advisors LLC
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|---|---|
| CRD # | 286452 |
| SEC # | 801-129831 |
| CIK # | 0002055364 |
| AUM | 229.1 M (2026-06-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 313-290-2602 |
| Address | 16824 Kercheval Place Grosse Pointe, MI 48230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055364 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.1 | ||
| Alphabet Inc | 6.4 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Amazon Com Inc | 4.2 | ||
| Applied Materials Inc /DE | 3.4 | ||
| Facebook Inc | 3.3 | ||
| Microsoft Corp | 2.1 | ||
| Amgen Inc | 1.1 | ||
| Nvidia Corp | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Caterpillar Inc | 0.8 | ||
| Broadcom Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 41.5 |
| (b) Individuals (high net worth individuals) | 58 | 185.9 |
| (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 | 2 | 0.5 |
| (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 | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 229.1 |
| By Discretionary | ||
| Discretionary | 604 | 229.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 229.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 228.4 | |
| Total | 604 | 229.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055364] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Otter Creek Advisors LLC
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229.7 M | |
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Hemisphere Partners LLC
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LSB Capital Management Inc
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JW Korth & Company Limited Partnership
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Westview Management LLC
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VT | 228.6 M |
|
Calderwood Financial Strategies Inc
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TX | 228.5 M |
|
Colin Bruce Ted
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|
228.5 M | |
|
MSP Wealth Management LLC
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