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Home > Retirement Planners > california > newport beach > ANT MONEY ADVISORS
ANT MONEY ADVISORS
4600 Campus Drive
Suite 107
Newport Beach, California 92660
Tel: 949-629-4210
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 Status | Approved |
|---|---|
| Firm CRD# | 308481 |
| SEC# | 801-118951 |
| Assets Managed by Firm | $107,859 |
| No. of Clients | 29445 |
| No. of Advisors | 15 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 29445 | $107,859 |
| Individuals (other than high net worth individuals) | 29445 | $107,859 |
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