Dantes Outlook
Firm details
- Headquarters
- ,
- CRD number
- 334241
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
Dantes Outlook is an LLC operating as an institutional registered investment adviser that serves individual and family clients. The firm describes itself as a capital allocator and provides portfolio management for individuals and small businesses, selects other advisers, and offers market timing services. Its compensation options include a percentage-of-assets fee schedule as well as hourly and fixed-fee engagements. The firm is organized under individual ownership and is not positioned as an ESG-focused or multi-state adviser.
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 Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Damanick Dantes
Founder and PrincipalCRD 5949757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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