Antunes International Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,597,991
Total clients
23
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$721,652
About
Antunes International Investment Management provides fee‑only investment management and financial planning to individuals, trusts and nonprofit/charitable organizations, offering discretionary portfolio management alongside written financial plans and consultation. The firm reports roughly $16.6 million in assets under management and also advises on held‑away accounts such as employer retirement plans, annuities and variable life contracts.
The firm’s investment process blends longer‑term strategic asset allocation with shorter‑term tactical adjustments, using fundamental, technical and cyclical analyses and scenario‑focused stress‑testing to develop diversified portfolios primarily implemented with no‑load mutual funds and exchange‑traded funds. It documents client objectives in an investment policy statement, provides ongoing monitoring and rebalancing, and generally operates with discretionary trading authority for day‑to‑day portfolio management.
What distinguishes the firm from many peers is its client mix: it reports a notable non‑U.S. client presence and includes charitable organizations among its clients, and its operations reflect that mix (for example, it offers an international mailing option and utilizes custodial platforms that support international accounts). The firm also routinely advises and aggregates held‑away accounts with custodial relationships for household fee and portfolio management purposes, which can affect how assets are combined and managed across a client’s relationships.
Client services
Fee options
Fixed fee between $1,000 and $3,000 for broad-based financial planning services.
$0 - $500,000: 1.25% per year $500,000 - $1,000,000: 1.00% per year $1,000,000 - $2,000,000: 0.75% per year $2,000,000 - $5,000,000: 0.50% per year $5,000,000+: 0.25% per year
$300 per hour for financial planning or consulting services.
Account minimum: $500,000 minimum, but may be waived at discretion with a $2,500 minimum annual fee Minimum fee: Minimum quarterly advisory fee of $625.00 (equivalent to $2,500 annually). Fee will be pro-rated for partial quarters. Fee-only: Fixed fees for financial planning range from $1,000 to $3,000; hourly fees are $300 per hour with a minimum of four hours.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Antunes International Investment Management
Glenwood Springs CO, United States
Number of offices
1
Forms ADV
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