Anderson & Anderson Advisory, LLC

Anderson & Anderson Advisory, LLC (CRD# 132989) is a financial advisory firm headquartered in Longview, WA. They manage $326,874,469 in 627 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
959 11th Avenue, Suite B, Longview, WA 98632
By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $521,331
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
The map below shows states where this firm has explicit registration only.

OR, TX, WA

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

John Anderson (CRD# 2602329) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 26 years of experience in the finance industry.

2
Max Anderson, financial advisor Longview WA
Max D. Anderson
CRD#: 2447255
959 11th Avenue, Suite B, Longview, WA 98632

Max Anderson (CRD# 2447255) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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