Dantes Outlook
Firm details
- Headquarters
- ,
- CRD number
- 334241
- Registered since
- September 3, 2026
- 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 a limited liability company operating as an institutional registered investment adviser that focuses on serving individuals and families. The firm functions as a capital allocator, selecting external managers and blending in-house portfolio management for individuals and small businesses. Its advisory services include portfolio management, manager selection, and market timing services. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. According to records, Dantes Outlook does not emphasize ESG investing and is not designated as a 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations