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Julie Ann Anderson

THE ABBIT MANAGEMENT CORP·GRAND HAVEN, Michigan
Clean recordTHE ABBIT MANAGEMENT CORP
16986 ROBBINS RD, GRAND HAVEN, MI 49417CRD# 7287741Firm CRD# 110507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Anderson · GRAND HAVEN, MI
Registration
CRD #7287741 · THE ABBIT MANAGEMENT CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Ann Anderson is a registered financial advisor based in GRAND HAVEN, Michigan, affiliated with THE ABBIT MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THE ABBIT MANAGEMENT CORP
ABBIT MANAGEMENT CORP
AUM
$233M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE ABBIT MANAGEMENT CORP →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7287741
Firm CRD# 110507
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Ann Anderson offer?
Julie Ann Anderson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GRAND HAVEN, Michigan for a consultation.
What are Julie Ann Anderson's credentials?
Julie Ann Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Anderson located?
Julie Ann Anderson is based in GRAND HAVEN, Michigan, working with THE ABBIT MANAGEMENT CORP. Their office serves clients in the GRAND HAVEN metropolitan area and surrounding communities.
How does Julie Ann Anderson charge for services?
Julie Ann Anderson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ABBIT MANAGEMENT CORP?
THE ABBIT MANAGEMENT CORP has approximately 7 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE ABBIT MANAGEMENT CORP

James Edward Slater
GRAND HAVEN, MI
Joseph Edward Risselade
GRAND HAVEN, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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