Overview
Assets Under Management: $202 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 26
Average Client Assets: $6.3 million
Frequently Asked Questions
ANTARES WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305732), ANTARES WEALTH is subject to fiduciary duty under federal law.
ANTARES WEALTH is headquartered in ATLANTA, GA.
ANTARES WEALTH serves 26 high-net-worth clients according to their SEC filing dated March 24, 2023. View client details ↓
According to their SEC Form ADV, ANTARES WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ANTARES WEALTH manages $202 million in client assets according to their SEC filing dated March 24, 2023.
According to their SEC Form ADV, ANTARES WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.04%
Average Client Assets: $6.3 million
Total Client Accounts: 155
Discretionary Accounts: 155
Regulatory Filings
CRD Number: 305732
Filing ID: 1739436
Last Filing Date: 2023-03-24 08:50:00