Kristin
Vano

Anson Analytics

CRD#6706038
Investment Advisor
in Tyrone, GA

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About this Advisor

Kristin Vano is a financial advisor who works out of Tyrone, Georgia who has 7 years of relevant experience. Vano is currently employed by Anson Analytics. Throughout their career, Vano has worked at Anson Capital, Inc and Mendola & Associates. Vano maintains a Series 65 license, designating them as an investment advisor representative, and can work in Georgia. Anson Analytics is a firm that has its headquarters in Tyrone, GA. It has $195 million in assets among its 349 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 349 client accounts, 46% belong to high-net-worth individuals who have more than $1 million in investable assets. Anson Analytics performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees billed by Anson Analytics can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

160 Greencastle Rd, Suite C
Tyrone, GA 30290

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Anson Analytics Brokerage Details

Total Assets Under Management

$195,282,173

GA Average: $3,570,121,308
Total Number of Employees

5

GA Average: 58
Total Number of Accounts

349

GA Average: 1,608
Average Account Size

$559,548

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kristin Vano Work History

Kristin has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Anson Capital, Inc

2011 - 2014 (3 years)

Mendola & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristin Vano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Anson Analytics

Pamela Gibson
Tyrone, GA
Kristin Vano
Tyrone, GA
Samuel Sweitzer
Tyrone, GA

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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