Anderson & Anderson Advisory, LLC

Anderson & Anderson Advisory, LLC (CRD# 132989) is a financial advisory firm headquartered in Longview, WA. They manage $85,907,333 in 533 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $161,177
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Anderson & Anderson Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John C. Anderson
CRD#: 2602329
959 11th Avenue, Suite B, Longview, WA 98632
93
Wealthminder
score

John Anderson (CRD# 2602329) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 19 years of experience in the finance industry.

2
Max D. Anderson
CRD#: 2447255
959 11th Avenue, Suite B, Longview, WA 98632
93
Wealthminder
score

Max Anderson (CRD# 2447255) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 22 years of experience in the finance industry.

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