ANT MONEY ADVISORS
ANT MONEY ADVISORS, LLC Legal Name
Adviser information for ANT MONEY ADVISORS last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 29,445 | $107,859 |
| Non-Discretionary | 0 | $0 |
| Total | 29,445 | $107,859 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29,445 | $107,859 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 107,859 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ANT MONEY INVESTMENT PROGRAM | ANT MONEY ADVISORS |
Identifiers
| SEC RIA File Number | 801-118951 |
|---|---|
| SEC ERA File Number | 801-118951 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308481 |
| Legal Entity Identifier | None |
Principal Office
4600 CAMPUS DRIVESUITE 107
NEWPORT BEACH
CA
United States
Monday - Friday, 8AM TO 5PM
Tel: 949-629-4210, Fax: None
Websites
Chief Compliance Officer
WILLIAM TOPAZ
4600 CAMPUS DRIVE
SUITE 107
NEWPORT BEACH
CA
United States
Tel:
7147453929
T****@*******************M
(Full email address available in API data)
Regulatory Contact
BRYAN OVERMYER
SR. COMPLIANCE OFFICER
4600 CAMPUS DRIVE
SUITE 107
NEWPORT BEACH
CA
United States
Tel:
7147453929
B****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANT FARM, INC. | Domestic Entity | – | MEMBER | 01/2020 | > 75% |
| BLAST INTERGALACTIC GROUP INC. | Domestic Entity | ANT FARM, INC. | SHAREHOLDER | 01/2020 | 50-75% |
| ATM.COM, INC. | Domestic Entity | ANT FARM, INC. | SHAREHOLDER | 01/2020 | 50-75% |
| CRUTTENDEN, WALTER, WEMPLE | Individual | – | CHIEF INVESTMENT OFFICER | 04/2020 | < 5% |
| Topaz, William, N | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2022 | < 5% |
| Donovan, William, G | Individual | – | CHIEF EXECUTIVE OFFICER | 10/2022 | < 5% |