ANDERSON FINANCIAL STRATEGIES, LLC
Firm details
- Headquarters
- DAYTON, Ohio
- CRD number
- 290343
- Registered since
- July 2, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans48.77%
- HNWI40.4%
- Individuals8.17%
- Corporations / Businesses1.79%
- Charitable Organizations0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anderson Financial Strategies, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not operate as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities47%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1SHON ANDERSON
President and Chief Wealth StrategistCRD 5276913
Contacts
3 of 4Matthew Peck
Wealth Strategy AdvisorCRD 7013025
Collin Lyon
Financial AdvisorCRD 7286988
NICOLE LANNING
Client Operations SpecialistCRD 5491560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$193M in ETFs
54%
$104M
46%
$89.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US VALUE FUND (WTV) | Wisdom Tree | Active | Large Value | $21.9M | 221,408 | 11.33% |
Location
DAYTON, OH
MONTGOMERY
Location
DAYTON, OH
Headquartered in DAYTON, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 2500 Stratacache Tower N Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
RIADAYTON, OH
DOVER PARTNERS INC
RIADAYTON, OH
TUDOR FINANCIAL, INC.
RIADAYTON, OH
GUDORF FINANCIAL GROUP, LLC
RIADAYTON, OH
WESTMINSTER FINANCIAL ADVISORY CORP
RIADAYTON, OH
BORLAND MARKER
RIADAYTON, OH