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ANDERSON FINANCIAL STRATEGIES, LLC
DAYTON, OH
(855)237-4545
SEC #801-121691Total AUM
$402.1M
Employees
7Clients
230Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2500 STRATACACHE TOWER
40 N MAIN ST.
DAYTON
OH 45423
United States
40 N MAIN ST.
DAYTON
OH 45423
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(855)237-4545
Financials
Total AUM
$402.1M
Accounts
230Discretionary
$402.1M
Accounts
230Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
111AUM
$32.9M
HNW Individual Clients
71AUM
$162.5M
Pension/Profit Sharing Plan Clients
37AUM
$196.1M
Charitable Organization Clients
6AUM
$3.5M
Corporation or Business Clients
5AUM
$7.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNEOHTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.