ANDERSON FINANCIAL STRATEGIES, LLC
CRD #290343 SEC #801-121691 DAYTON, OH (855)237-4545
SEC Registered
Total AUM
$348.1M
Discretionary
$348.1M
Employees
7
Clients
101
Accounts
642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $348.1M | $348.1M | $0 | 7 | 0 |
| Nov 2024 | $245.7M | $245.7M | $0 | 6 | 3 |
| Jun 2024 | $245.7M | $245.7M | $0 | 6 | 3 |
| Mar 2024 | $245.7M | $245.7M | $0 | 6 | 3 |
| Sep 2023 | $205.6M | $205.6M | $0 | 6 | 0 |
| Mar 2023 | $205.6M | $205.6M | $0 | 6 | 0 |
| Sep 2022 | $179.9M | $179.9M | $0 | 6 | 1 |
| Mar 2022 | $179.9M | $179.9M | $0 | 7 | 1 |
| Jun 2021 | $121.7M | $121.7M | $0 | 6 | 0 |
DateMar 2025
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients3
DateJun 2024
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients3
DateMar 2024
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees6
Clients3
DateSep 2023
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$205.6M
Discretionary$205.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees7
Clients1
DateJun 2021
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees6
Clients0