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Home > Retirement Planners > ohio > dayton > ANDERSON FINANCIAL STRATEGIES, LLC
ANDERSON FINANCIAL STRATEGIES, LLC
2500 Stratacache Tower
40 N Main St.
Dayton, Ohio 45423
Tel: (855)237-4545
About ANDERSON FINANCIAL STRATEGIES, LLC
ANDERSON FINANCIAL STRATEGIES, LLC, formally registered with the SEC as ANDERSON FINANCIAL STRATEGIES, LLC. The firm was established in 07/02/2021. They have over 1 offices throughout the country.
ANDERSON FINANCIAL STRATEGIES, LLC is a Dayton, Ohio based Financial Planning firm with nearly $205,617,048 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 290343 |
| SEC# | 801-121691 |
| Assets Managed by Firm | $205,617,048 |
| No. of Clients | 469 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 469 | $205,617,048 |
| Individuals (other than high net worth individuals) | 102 | $20,238,911 |
| High net worth individuals | 47 | $52,173,058 |
| Pension and profit sharing plans | 28 | $125,709,418 |
| Charitable organizations | 4 | $4,948,697 |
| Corporations or other businesses | 2 | $2,546,964 |
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