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Anderson Financial Strategies, LLC

● SEC registered since 2021CRD 290343SEC# 801-121691Dayton, OH
Export (members)
Reg. AUM
$348.1M
Employees
7
Accounts
642
Location
Dayton, OH

Anderson Financial Strategies, LLC assets under management

Anderson Financial Strategies, LLC is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2021. It reports $348.1 million in regulatory assets under management and employs 7 people.
www.facebook.com/andersonfinancialstrategiesView on SEC.gov ↗

Anderson Financial Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Shon P Anderson ControlChief Compliance Officer & Managing MemberOver 75%2017

Frequently asked questions

How much does Anderson Financial Strategies, LLC manage?

Anderson Financial Strategies, LLC reports $348.1 million in regulatory assets under management on its Form ADV.

How many employees does Anderson Financial Strategies, LLC have?

Anderson Financial Strategies, LLC reports 7 employees.

Where is Anderson Financial Strategies, LLC located?

Anderson Financial Strategies, LLC is based in Dayton, OH and has been SEC-registered since 2021.

Does Anderson Financial Strategies, LLC disclose fund performance?

Anderson Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423
Phone(855)237-4545
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
CIK2018166
Discloses disciplinary historyNo

Assets under management

Discretionary$348.1M
Non-discretionary$0
Total (RAUM)$348.1M