Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC (CRD# 290343) is a financial advisory firm headquartered in Dayton, OH. They manage $245,683,085 in 205 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management246MILLION
-
Total Number of Accounts205ACCOUNTS
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Average Account Value$1,198,454
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Anderson Financial Strategies, LLC
1
Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 17 years of experience in the finance industry.
2
Timothy Brown (CRD# 6441138) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 9 years of experience in the finance industry.
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