Antone Asset Management, Inc.

Antone Asset Management, Inc. (CRD# 141468) is a financial advisory firm headquartered in Carlsbad, CA. They manage $17,085,351 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
701 Palomar Airport Road Ste 300, Carlsbad, CA 92011
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $201,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Antone Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary Antone, financial advisor Carlsbad CA
Gary N. Antone
CRD#: 1871408
701 Palomar Airport Road Ste 300, Carlsbad, CA 92011

Gary Antone (CRD# 1871408) is an Investment Advisor Representative working at Antone Asset Management, Inc. in Carlsbad, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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