Anderson & Anderson Advisory, LLC (Longview)

Anderson & Anderson Advisory, LLC is a large advisory firm based in Longview. It manages $147.27 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Oregon and Washington.

Anderson & Anderson Advisory provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anderson & Anderson Advisory: assets under management

The assets under management (AUM) of Anderson & Anderson Advisory, LLC is $147.27 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 88% of the total AUM. The second-largest asset type is exchange traded securities, which make up 11% of the firm’s portfolio. Investments in state and local bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Anderson & Anderson Advisory, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Anderson & Anderson Advisory serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Anderson & Anderson Advisory is individuals with 296 clients and $46.19 million of assets under management. Among the 10 most similar advisory firms, Anderson & Anderson Advisory has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $147.27 million for 381 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Anderson & Anderson Advisory doesn't advise any private funds.

Careers at Anderson & Anderson Advisory, LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Anderson & Anderson Advisory, LLC is owned by John Christopher Anderson. Max David Anderson joined the executive team most recently as the Principal/Owner, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Max David Anderson	Principal/owner, chief compliance officer	1 Sep 2004	50% - 75%	2447255
John Christopher Anderson	Owner	1 Aug 2007	50% - 75%	2602329

Based in Longview

The principal office where Anderson & Anderson Advisory, LLC performs its advisory services is located at 959 11 Th Avenue, Longview, WA 98632, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-425-7447 or by fax 360-425-7330. The normal business hours are 8:00am - 5:00pm on Monday - Friday.