ANSON ANALYTICS
Firm details
- Headquarters
- TYRONE, Georgia
- CRD number
- 131416
- Registered since
- May 25, 2018
- Website
- ansonanalytics.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.76%
- Pension & Profit Sharing Plans11.1%
- Individuals8.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anson Analytics is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2018. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management across retail and business/institutional relationships. Its advisory fees are structured as a percentage of assets under management and, in some engagements, hourly charges. Anson Analytics provides portfolio management for individuals, small businesses and institutions and also lists pension consulting among its services. The firm does not identify 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 Funds68%
- US Government Bonds11%
- Exchange Traded Equities4%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1MARK DEMOS
Chief Investment OfficerCRD 2966539
Contacts
2 of 2SAMUEL SWEITZER
Managing PrincipalCRD 4747164
Kristin Vano
Office ManagerCRD 6706038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$175M in ETFs
84%
$146M
12%
$28.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) | State Street | Passive | Ultrashort Bond | $10.5M | 105,799 | 6.00% |
Location
TYRONE, GA
FAYETTE
Location
TYRONE, GA
Headquartered in TYRONE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FAYETTE
- Address
- 160 Greencastle Rd
- Time zone
- ET (UTC-5)
- Office locations
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