Anthony Investment Management, LLC
Anthony Investment Management, LLC (CRD# 161784) is a financial advisory firm headquartered in Wheeling, WV. They manage $65,239,587 in 195 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$334,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, PA, WV
Thomas Anthony (CRD# 2497992) is an Investment Advisor Representative working at Anthony Investment Management, LLC in Wheeling, WV and has over 23 years of experience in the finance industry. Thomas Anthony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.