ANTONELLI FINANCIAL ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
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	413	$139.3M
Non-Discretionary	0	$0
Total	413	$139.3M

Clients

Type	Number	RAUM
Individuals	104	$27.6M
HNW Individuals	33	$110.7M
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	<5	$280,186
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	<5	$802,105
Other	0	$0

Type	Number
No. of Non-RAUM Clients	3
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-129831
SEC ERA File Number	801-129831
SEC CIK Numbers	None
SEC CRD Numbers	286452
Legal Entity Identifier	None

Principal Office

16824 KERCHEVAL PLACE
SUITE 202
GROSSE POINTE
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic