ANDERSON & ANDERSON ADVISORY, LLC - Financial Advisor in Washington, Longview

Tel: 360-425-7447 959 11th Avenue Suite B Longview, Washington 98632

About ANDERSON & ANDERSON ADVISORY, LLC

ANDERSON & ANDERSON ADVISORY, LLC is a Longview, Washington based financial advisory firm with nearly $326,874,469 in assets under management and provides investment advisory services for 627 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

132989

Firm SEC#:

801-113259

Assets Under Management:

$326,874,469

No. of Clients:

627

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Washington, Longview

FirmCRD#:29775

SEC#:801-122737

No. of Advisors:14

No. of Clients:687

AUM:$169,880,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CONTINENTAL INVESTORS SERVICES, INC.

29775

801-122737

687

$169,880,000

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