Andrew
Shenberg
Anderson Hoagland & Co
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About this Advisor
Andrew Shenberg is a certified financial planner and chartered financial analyst based out of Saint Louis, Missouri. Shenberg is an employee of Anderson Hoagland & Co. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Krilogy Financial, Krilogy Financial LLC, Saxony Securities and Anderson Hoagland & Co. Shenberg has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Anderson Hoagland & Co is a firm that has its headquarters in Saint Louis, MO. It oversees $922 million in total assets across its 364 customer accounts, placing it among the larger firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 364 accounts, 78% belong to high-net-worth clients who have more than $1 million in investable assets. Anderson Hoagland & Co offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules typically vary depending on which services are offered. Fee types billed by Anderson Hoagland & Co most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Anderson Hoagland & Co Brokerage Details
$921,514,996
7
364
$2,531,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Andrew Shenberg Work History
Andrew has been registered as a financial advisor for 0 years.*
Anderson Hoagland & Co
Saxony Securities
Krilogy Financial LLC
Purshe Kaplan Sterling Investments
Krilogy Financial
*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 Andrew Shenberg 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 Anderson Hoagland & Co
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.