A
Antunes International Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,759,412
Clients
21
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$559,972
About
Antunes International Investment Management is an independent, fee‑only advisory firm that provides discretionary investment management and financial planning to individuals, trusts, and nonprofit organizations. The firm offers ongoing portfolio supervision, written financial plans, and investment consultation, including advice on held‑away accounts such as employer retirement plans, annuities, and insurance products.
The firm implements individualized investment policy statements and combines longer‑term strategic asset allocation with shorter‑term tactical adjustments, using scenario‑focused stress testing alongside fundamental, technical, and cyclical analysis. Portfolios are primarily constructed with no‑load mutual funds and ETFs, and the firm performs periodic monitoring, rebalancing, and tax‑aware consideration on a discretionary basis.
Compared with many peers, the firm operates with a small client base—managing about $12 million in discretionary assets for roughly 21 clients—and reports a material non‑U.S. client presence and engagement with charitable (nonprofit) clients. Operational details in the brochure, such as an international mailing fee and the use of custodians that include an international broker, reflect the firm’s cross‑border client relationships and its willingness to coordinate held‑away assets and estate or tax planning with other professionals.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Tax strategies for small businesses
General estate planning guidance
Real estate investing
Fee options
Fixed fees ranging from $1,000 to $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
Hourly fee of $300 with a minimum engagement of four hours for specific financial planning consultations.
Account minimum: $500,000 Minimum fee: Minimum quarterly advisory fee of $625.00, pro-rated for partial quarters; minimum annual fee of $2,500 if account minimum is waived Fee-only: Investment management and financial planning services are provided on a fee-only basis; no commissions are earned.
Main office location
Antunes International Investment Management
Glenwood Springs CO, United States
Number of offices
1
Most active in
Antunes International Investment Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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