ANTONELLI FINANCIAL ADVISORS, LLC
CRD #286452 SEC #801-129831 GROSSE POINTE, MI 313-290-2602
SEC Registered Disclosures
Total AUM
$193M
Discretionary
$193M
Employees
4
Clients
101
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $193M | $193M | $0 | 4 | 3 |
| Nov 2025 | $193M | $193M | $0 | 4 | 3 |
| Mar 2025 | $193M | $193M | $0 | 3 | 3 |
| Mar 2025 | $193M | $193M | $0 | 3 | 3 |
| Aug 2024 | $139.3M | $139.3M | $0 | 4 | 3 |
| May 2024 | $139.3M | $139.3M | $0 | 4 | 3 |
| Mar 2024 | $139.3M | $139.3M | $0 | 4 | 3 |
DateNov 2025
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees4
Clients3
DateNov 2025
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees4
Clients3
DateMar 2025
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees3
Clients3
DateMar 2025
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees3
Clients3
DateAug 2024
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients3
DateMay 2024
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients3
DateMar 2024
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees4
Clients3