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CRD 156551
NAPLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PASQUALE (NMN) ANTONETTI | n/a | NAPLES, FL | 15 | 24 | 2 | no |
| ROBERT WARD JOHNSTON | n/a | NAPLES, FL | ST. PETERSBURG, FL | 11 | 45 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANTONETTI, PASQUALE, (NMN) | Trustee | E | yes | 06/2000 | Mar 12, 2012 | Feb 29, 2024 |
| ANTONETTI, PASQUALE, (NMN) | MANAGER/CHIEF COMPLIANCE OFFICER | Na | yes | 01/2010 | Mar 12, 2012 | Feb 29, 2024 |
| PAT ANTONETTI, JR. REVOCABLE LIVING TRUST | MANAGING MEMBER | E | yes | 02/2020 | Mar 13, 2020 | Feb 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. PETERSBURG | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 23, 2026 | $129M | $124M | 2 | 2 | 1 | n/a | n/a |
| 2024 | Mar 14, 2025 | $121M | $117M | 2 | 2 | 1 | n/a | n/a |
| 2023 | Feb 29, 2024 | $133M | $130M | 2 | 2 | 1 | n/a | n/a |
| 2022 | Mar 6, 2023 | $124M | $120M | 2 | 2 | 1 | n/a | n/a |
| 2021 | Mar 23, 2022 | $159M | $133M | 3 | 3 | 1 | n/a | n/a |
| 2020 | Mar 9, 2021 | $146M | $124M | 3 | 3 | 2 | n/a | n/a |
| 2019 | Mar 13, 2020 | $131M | $109M | 3 | 3 | 2 | n/a | n/a |
| 2018 | Mar 25, 2019 | $99.4M | $80.1M | 2 | 2 | 1 | n/a | n/a |
| 2017 | Mar 27, 2018 | $104M | $83.1M | 2 | 2 | 1 | n/a | n/a |
| 2014 | Mar 17, 2015 | $75.8M | $72.2M | 3 | 2 | n/a | n/a | n/a |
| 2013 | Mar 3, 2014 | $158M | $153M | 5 | 4 | n/a | n/a | n/a |
| 2011 | Mar 12, 2012 | $53.8M | $52.7M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $129M | $121M | 6.6% | $124M | 1.4% | 2 | 2 | 1 | 1 |