ANT MONEY ADVISORS
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 308481
- Registered since
- June 22, 2020
- Custodians
- DRIVEWEALTH, LLC
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2William Topaz
Chief Compliance OfficerCRD 7647244
William Donovan
Chief Executive OfficerCRD 7664711
Contacts
1 of 1WALTER CRUTTENDEN
Co-Founder & ChairmanCRD 58203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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