ANT Money Advisors

RIASEC RegisteredEst. 2020
Total AUM
$269
Discretionary
$269
100% of AUM
Avg account
$53
Accounts
5
Employees
12
Advisory reps
4

Firm details

Headquarters
Newport Beach, California
CRD number
308481
Registered since
June 22, 2020
Custodians
DRIVEWEALTH, LLC
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ANT Money Advisors is a limited liability company that registered with the SEC in 2020 and provides portfolio management services aimed at individuals and small businesses. The firm operates under a fixed-fee billing model and is owned by a combination of a domestic entity and an individual. It does not position itself as a capital allocator, does not identify as an ESG investor, and is not structured as a multi-state or pension consulting adviser. The firm is recorded as “unclassified” in available metadata and does not appear to be formally affiliated as a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • William Topaz

    William Topaz

    Chief Compliance OfficerCRD 7647244

  • William Donovan

    William Donovan

    Chief Executive OfficerCRD 7664711

Contacts

2 of 2
  • Walter Cruttenden

    Walter Cruttenden

    Co-Founder & ChairmanCRD 58203

  • Bryan Overmyer

    Bryan Overmyer

    Investment Adviser RepresentativeCRD 7851000

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1600 Dove St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth