ANDERSON & ANDERSON ADVISORY, LLC

LONGVIEW, Washington·2 registered advisors·CRD# 132989
SEC# 801-1132590360-425-7447
01

Firm Overview

AUM
$327M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ANDERSON & ANDERSON ADVISORY, LLC

2 registered advisors
John Christopher Anderson
LONGVIEW, Washington
Max David Anderson
LONGVIEW, Washington
05

Office Locations

LONGVIEW, Washington
2 advisors

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Data sourced from SEC Form ADV filings. ANDERSON & ANDERSON ADVISORY, LLC (CRD# 132989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.