Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC is an SEC-registered wealth manager in Grosse Pointe, MI with $229.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Antonelli Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286452, SEC 801-129831, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $229.1M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Grosse Pointe, MI
- Employees
- 4
- Clients
- 193
- CRD
- 286452
- Ownership
- ANTONELLI, SUZANNE, MARIE
How much AUM does Antonelli Financial Advisors, LLC have?
Antonelli Financial Advisors, LLC reported $229.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Antonelli Financial Advisors, LLC?
Disclosed owners and executives of Antonelli Financial Advisors, LLC include ANTONELLI, SUZANNE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.