Dantes Outlook

RIASEC & State Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$1.3M
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334241
Registered since
September 3, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Dantes Outlook is a limited liability company operating as an institutional registered investment adviser that focuses on serving individuals and families. The firm functions as a capital allocator, selecting external managers and blending in-house portfolio management for individuals and small businesses. Its advisory services include portfolio management, manager selection, and market timing services. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. According to records, Dantes Outlook does not emphasize ESG investing and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 70%, Cash & Cash Equivalents 30%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents30%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth