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ANT MONEY ADVISORS

4600 Campus Drive
Suite 107
Newport Beach, California 92660
Tel: 949-629-4210

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About ANT MONEY ADVISORS

ANT MONEY ADVISORS, formally registered with the SEC as ANT MONEY ADVISORS. The firm was established in 06/22/2020. They have over 1 offices throughout the country.

ANT MONEY ADVISORS is a Newport Beach, California based Financial Planning firm with nearly $107,859 assets under management, offering retirement planning & investment advisory services to 29445 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308481
SEC#801-118951
Assets Managed by Firm$107,859
No. of Clients29445
No. of Advisors15

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total29445$107,859
Individuals (other than high net worth individuals)29445$107,859

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