Overview
Assets Under Management: $327 million
Headquarters: LONGVIEW, WA
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.63
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 627
Non-Discretionary Accounts: 627
Regulatory Filings
CRD Number: 132989
Last Filing Date: 2024-03-21 00:00:00
Website: https://andersonllc.net