Overview
Assets Under Management: $1.2 billion
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 113
Average Client Assets: $7 million
Frequently Asked Questions
ANDERSON HOAGLAND & CO 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 #105157), ANDERSON HOAGLAND & CO is subject to fiduciary duty under federal law.
ANDERSON HOAGLAND & CO is headquartered in ST LOUIS, MO.
ANDERSON HOAGLAND & CO serves 113 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, ANDERSON HOAGLAND & CO offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ANDERSON HOAGLAND & CO manages $1.2 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, ANDERSON HOAGLAND & CO serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.37
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 383
Discretionary Accounts: 382
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105157
Last Filing Date: 2025-02-27 00:00:00
Website: https://ahco.com