Antonelli Financial Advisors, LLC
Firm details
- Headquarters
- Grosse Pointe Park, Michigan
- CRD number
- 286452
- Registered since
- April 3, 2024
- Website
- www.antonelliadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.16%
- Individuals18.11%
- Corporations / Businesses0.49%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Antonelli Financial Advisors, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm registered with the SEC in 2024 and offers a mix of financial planning and discretionary portfolio management services for individuals and small businesses, along with selection of third‑party managers. Fee arrangements are flexible and include percentage of AUM, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor.
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 Equities46%
- Public Funds/Mutual Funds31%
- Non-Exchange Traded Equities21%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Chelsei Latsch
Associate Wealth AdvisorCRD 7090874
Suzanne Antonelli
Senior Wealth AdvisorCRD 1635340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grosse Pointe Park, MI
Wayne
Location
Grosse Pointe Park, MI
Headquartered in Grosse Pointe Park, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 16824 Kercheval Pl
- Time zone
- ET (UTC-5)
- Office locations
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