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| Happy Holidays!! thanks for using AUM13F!! |
| Anderson Financial Strategies LLC
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| CRD # | 290343 |
| SEC # | 801-121691 |
| CIK # | 0002018166 |
| AUM | $348.1 M (2025-03-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 855-237-4545 |
| Address | 2500 Stratacache Tower Dayton, OH 45423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Express-1 Expedited Solutions Inc | 1.8 | |
| Live Nation Entertainment Inc | 1.6 | |
| Alliance Data Systems Corp | 1.6 | |
| Ford Motor Co | 1.4 | |
| Expedia Inc | 1.4 | |
| LSI Industries Inc | 1.4 | |
| Renaissancere Holdings Ltd | 1.3 | |
| Eastern Bankshares Inc | 0.9 | |
| J P Morgan Chase & Co | 0.6 | |
| Apple Inc | 0.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 33.3 |
| (b) Individuals (high net worth individuals) | 64 | 144.7 |
| (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 | 33 | 155.7 |
| (h) Charitable organizations | 5 | 8.2 |
| (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 | 5 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 348.1 |
| By Discretionary | ||
| Discretionary | 642 | 348.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 642 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.1 | |
| Total | 642 | 348.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002018166] |
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|---|---|---|
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VA | 0.3 |
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AZ | 0.3 |
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IL | 0.3 |
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Planning Strategies Inc
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MI | 0.3 |
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Peachtree Wealth Advisors Inc
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FSB Premier Wealth Management Inc
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IA | 0.3 |