Anderson & Anderson Advisory LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Anderson & Anderson Advisory LLC ✚
CRD #	132989
SEC #	801-113259
CIK #
AUM
Employees	6 (33% Investors, 33% Brokers)
Phone	360-425-7447
Address	959 11th Avenue Longview, WA 98632
Source	[IAPD]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	222	53.7
(b) Individuals (high net worth individuals)	98	136.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	20	84.9
(h) Charitable organizations	16	50.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	8	2.1
(n) Other	0	0.0
Total	627	326.9
By Discretionary
Discretionary	0	0.0
Non-Discretionary	627	326.9
Total	627	326.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		326.9
Total	627	326.9

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