ANDERSON & ANDERSON ADVISORY, LLC
CRD #132989 SEC #801-113259 LONGVIEW, WA 360-425-7447
SEC Registered
Total AUM
$326.9M
Discretionary
$0
Employees
6
Clients
0
Accounts
627
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $326.9M | $0 | $326.9M | 6 | 0 |
| Jun 2023 | $269M | $0 | $269M | 6 | 0 |
| Mar 2023 | $269M | $0 | $269M | 6 | 0 |
| Mar 2022 | $287.3M | $0 | $287.3M | 5 | 0 |
| Mar 2021 | $225.2M | $0 | $225.2M | 5 | 0 |
| Jun 2020 | $180.1M | $0 | $180.1M | 5 | 0 |
| Apr 2020 | $180.1M | $0 | $180.1M | 5 | 0 |
| Mar 2019 | $147.3M | $0 | $147.3M | 5 | 0 |
| Apr 2018 | $129.3M | $0 | $129.3M | 5 | 3 |
DateMar 2024
Total AUM$326.9M
Discretionary$0
Non-Disc.$326.9M
Employees6
Clients0
DateJun 2023
Total AUM$269M
Discretionary$0
Non-Disc.$269M
Employees6
Clients0
DateMar 2023
Total AUM$269M
Discretionary$0
Non-Disc.$269M
Employees6
Clients0
DateMar 2022
Total AUM$287.3M
Discretionary$0
Non-Disc.$287.3M
Employees5
Clients0
DateMar 2021
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees5
Clients0
DateJun 2020
Total AUM$180.1M
Discretionary$0
Non-Disc.$180.1M
Employees5
Clients0
DateApr 2020
Total AUM$180.1M
Discretionary$0
Non-Disc.$180.1M
Employees5
Clients0
DateMar 2019
Total AUM$147.3M
Discretionary$0
Non-Disc.$147.3M
Employees5
Clients0
DateApr 2018
Total AUM$129.3M
Discretionary$0
Non-Disc.$129.3M
Employees5
Clients3