ANGLIA ADVISORS
Firm details
- Headquarters
- VALLEY STREAM, New York
- CRD number
- 282832
- Website
- www.angliaadvisors.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals74.36%
- HNWI25.64%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Anglia Advisors is an independent, privately held registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Anglia does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
1 of 1SIMON BRADY
Founder and PrincipalCRD 4521633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VALLEY STREAM, NY
NASSAU
Location
VALLEY STREAM, NY
Headquartered in VALLEY STREAM, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 70 E Sunrise Hwy
- Time zone
- ET (UTC-5)
- Office locations
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