T. ANTON INVESTMENT HOUSE, INC.
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 174970
- Registered since
- January 3, 2017
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.92%
- Individuals27.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
T. Anton Investment House, Inc. is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. Registered in 2017 and owned by an individual, the firm concentrates on advising private clients rather than institutional or pension pools. Its business model favors ongoing asset-based fees and hands-on management of client portfolios. Investment behavior centers on pooled public funds as the core exposure while supplementing portfolios with external alternative strategies. The firm does not position itself as a capital allocator running proprietary funds; instead it uses third-party managers to access hedge fund, real estate, commodity and energy (oil & gas) strategies. T. Anton is not an active ESG investor and does not act as a multi-state adviser or pension consultant.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 3MICHAEL SMITH
Lead Investment AdvisorCRD 6022378
TRACEY ANTON
FounderCRD 2457436
BRENDA SIMS
Executive AssistantCRD 5501442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 708 Heartland Trl
- Time zone
- CT (UTC-6)
- Office locations
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