Antunes International Investment Management

RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$226K
Accounts
53
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 7%, Cash & Cash Equivalents 2%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Antonio Antunes

    PresidentCRD 2293685

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth