ANT Money Advisors
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
FINTRXOverview
ANT Money Advisors is a Delaware-structured limited liability company operating as an independent registered investment adviser since 2020. The firm provides portfolio management primarily for individuals, families and small business owner clients under a fixed-fee pricing approach. It does not identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2
William Topaz
Chief Compliance OfficerCRD 7647244
William Donovan
Chief Executive OfficerCRD 7664711
Contacts
2 of 2
Walter Cruttenden
Co-Founder & ChairmanCRD 58203
Bryan Overmyer
Senior Compliance OfficerCRD 7851000
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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