3200 Bailey Lane
Suite 155
Naples, Florida 34105
Tel: 239-403-0218
ANTONETTI CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ANTONETTI CAPITAL MANAGEMENT, LLC. The firm was established in 03/26/2018. They have over 2 offices throughout the country.
ANTONETTI CAPITAL MANAGEMENT, LLC is a Naples, Florida based Financial Planning firm with nearly $133,122,212 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156551 |
| SEC# | 801-112669 |
| Assets Managed by Firm | $133,122,212 |
| No. of Clients | 346 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 346 | $133,122,212 |
| Individuals (other than high net worth individuals) | 308 | $55,386,900 |
| High net worth individuals | 38 | $77,735,312 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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