Brett
Anderson

Lesa Sroufe & Company, Inc

CRD#7493051
Investment Advisor
in Seattle, WA

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About this Advisor

Brett Anderson is a chartered financial analyst based in Seattle, Washington who has 1 year of industry experience. Anderson is currently employed by Lesa Sroufe & Company, Inc. Throughout their career, Anderson has worked at Rimrock Capital Management, Aristotle Capital Management and Lesa Sroufe & Company. Anderson is able to serve investors in Alaska, California, Idaho, Illinois, Maryland, New York, Oregon and Washington. Lesa Sroufe & Company, Inc is an advisory company operating out of Seattle, WA. It controls $162 million in assets under management between its 247 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 247 customer accounts, 40% are held by high-net-worth investors who have more than $1 million in assets. Lesa Sroufe & Company, Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial advisory fees usually depend on the type of financial services offered. Fee types charged by Lesa Sroufe & Company, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1200 5Th Ave., Suite 1200
Seattle, WA 98101

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Lesa Sroufe & Company, Inc Brokerage Details

Total Assets Under Management

$161,471,731

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

247

WA Average: 1,499
Average Account Size

$653,732

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Brett Anderson Work History

Brett has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lesa Sroufe & Company

2021 - 2021 (< 1 year)

Aristotle Capital Management

2010 - 2020 (10 years)

Rimrock Capital Management

*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 Brett Anderson 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 Lesa Sroufe & Company, Inc

Elizabeth Fleming
Seattle, WA
Brett Anderson
Seattle, WA
Shaun Corry
Seattle, WA
Lesa Sroufe
Seattle, WA

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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