Antunes International Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 145703
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.15%
- Individuals48.92%
- Charitable Organizations1.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Antunes International Investment Management is a small, independent registered investment advisor organized as a sole proprietorship that focuses on individuals, families and small-business clients. The firm delivers financial planning and discretionary portfolio management, with a fee model that combines a percentage-of-AUM charge with hourly and fixed-fee engagements—indicating both ongoing portfolio oversight and standalone planning work. Investment activity centers on publicly available pooled vehicles (primarily mutual funds) for core exposure, while the adviser supplements those allocations with third-party alternative fund managers in private equity, real estate and REIT strategies when suitable. The firm does not position itself as an ESG-focused manager and operates without a multi-state advisory registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
1 of 1Antonio Antunes
PresidentCRD 2293685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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