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Building 2ANSON ANALYTICS

Map pinTYRONE, GA
Phone678-216-0795
NotebookSEC #801-113310
Total AUM
$242.2M
Employees
5
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 GREENCASTLE ROAD
SUITE C
TYRONE
GA 30290
United States
Operating Hours
9:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
678-216-0795

ReceiptFinancials

Total AUM
$242.2M
Accounts
445
Discretionary
$215.3M
Accounts
443
Non-Discretionary
$26.9M
Accounts
2

ContactClients

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Individual Clients
45
AUM
$19.7M
HNW Individual Clients
68
AUM
$195.6M
Pension/Profit Sharing Plan Clients
3
AUM
$26.9M
Charitable Organization Clients
1
AUM
$2.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMNNH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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