Overview
Assets Under Management: $327 million
Headquarters: LONGVIEW, WA
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Frequently Asked Questions
ANDERSON & ANDERSON ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132989), ANDERSON & ANDERSON ADVISORY, LLC is subject to fiduciary duty under federal law.
ANDERSON & ANDERSON ADVISORY, LLC is headquartered in LONGVIEW, WA.
ANDERSON & ANDERSON ADVISORY, LLC serves 98 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, ANDERSON & ANDERSON ADVISORY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ANDERSON & ANDERSON ADVISORY, LLC manages $327 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, ANDERSON & ANDERSON ADVISORY, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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