Dantes Outlook
Firm details
- Headquarters
- ,
- CRD number
- 334241
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
Dantes Outlook is a small, privately held limited liability company operating as an institutional registered investment adviser that serves individual and family clients. The firm identifies itself as a capital allocator and reports offering portfolio management for individuals and small businesses, selecting other advisers, and providing market timing services. Its stated fee arrangements are hourly charges and fixed fees rather than asset-based advisory fees. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser.
Assets & Accounts
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
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Damanick Dantes
Founder and PrincipalCRD 5949757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations