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Home > Retirement Planners > georgia > tyrone > ANSON ANALYTICS
ANSON ANALYTICS
160 Greencastle Road
Suite C
Tyrone, Georgia 30290
Tel: 678-216-0795
About ANSON ANALYTICS
ANSON ANALYTICS, formally registered with the SEC as ANSON ANALYTICS. The firm was established in 05/25/2018. They have over 1 offices throughout the country.
ANSON ANALYTICS is a Tyrone, Georgia based Financial Planning firm with nearly $211,118,208 assets under management, offering retirement planning & investment advisory services to 406 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131416 |
| SEC# | 801-113310 |
| Assets Managed by Firm | $211,118,208 |
| No. of Clients | 406 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 406 | $211,118,208 |
| Individuals (other than high net worth individuals) | 39 | $17,355,641 |
| High net worth individuals | 62 | $170,224,136 |
| Pension and profit sharing plans | 3 | $23,538,431 |
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|---|---|---|---|
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