Anders Wealth Management Inc.
Anders Wealth Management Inc. (CRD# 144033) is a financial advisory firm headquartered in Petaluma, CA. They manage $15,000,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Anders Wealth Management Inc.
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$238,095
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Anders Wealth Management Inc.
No Advisor Found.
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