Anderson & Anderson Advisory, LLC
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Overview
Anderson & Anderson Advisory, LLC is a financial advisory company that has its headquarters in Longview, Washington. The company handles $269.0 million in assets under management throughout 592 accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Anderson & Anderson Advisory, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like bonds, options and equities.
Anderson & Anderson Advisory, LLC administers zero of the firm's client assets in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without requiring the customer's permission. The firm also has 592 non-discretionary accounts with a total of $269.0 million in AUM. The investment advisory firm's average account size is $454,348. The average financial advisor at Anderson & Anderson Advisory, LLC manages about 296 client accounts.
The firm's headquarters is at 959 11Th Avenue, Longview, Washington 98632. The company is legally registered to provide services to customers across 2 states, including Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Anderson & Anderson Advisory, LLC by the Numbers
$269.0 million
6
592
$454.3 thousand
Products and Services
Anderson & Anderson Advisory, LLC offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. However, it did not provide financial planning services to any of its accounts in the previous financial year. It does sell products or offer services aside from investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on which services are provided. Fees billed by the company most likely consist of the following fee types: asset-based, hourly or fixed. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a broad range of investors. It works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 592 customers, Anderson & Anderson Advisory, LLC's largest client by number of accounts is retail investors, although it also caters to 72 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 20.06%
- Other Individuals - 62.67%
- Corporations - 12.81%
- Charitable Organizations - 4.46%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Anderson & Anderson Advisory, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Anderson & Anderson Advisory, LLC
Longview, WA
Longview, WA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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