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ANDERSON FINANCIAL STRATEGIES, LLC
CRD 290343 · SEC 801-121691
2500 STRATACACHE TOWER, 40 N MAIN ST., DAYTON, OH, 45423, United States
Phone
(855)237-4545
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$402.1M
Discretionary AUM
$402.1M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $32.9M |
| High net worth individuals | 71 | $162.5M |
| Pension/profit sharing plans | 37 | $196.1M |
| Charitable organizations | 6 | $3.5M |
| Corporations/business entities | 5 | $7.2M |
States served
NE, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD