ANT MONEY ADVISORS
  • ANT MONEY ADVISORS
  • ANT MONEY
  • ATM.COM, INC.
  • ANT MONEY ADVISORS, LLC

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Adviser Profile

As of Date 09/24/2026
Registration SEC, Approved, 06/22/2020
ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 269 -56%
of that, discretionary 269 -56%
Number of Employees 12
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 54 272%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

686K 588K 490K 392K 294K 196K 98K
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date11/29/2023 Form ADV-E View Report

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