Overview
Assets Under Management: $754 million
Headquarters: GOLETA, CA
High-Net-Worth Clients: 12
Average Client Assets: $19.8 million
Frequently Asked Questions
ANODOS ADVISORS, 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 #140825), ANODOS ADVISORS, LLC is subject to fiduciary duty under federal law.
ANODOS ADVISORS, LLC is headquartered in GOLETA, CA.
ANODOS ADVISORS, LLC serves 12 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, ANODOS ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ANODOS ADVISORS, LLC manages $754 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, ANODOS ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.58%
Average Client Assets: $19.8 million
Total Client Accounts: 198
Non-Discretionary Accounts: 198
Regulatory Filings
CRD Number: 140825
Filing ID: 1744967
Last Filing Date: 2023-03-29 18:01:00