Anson Analytics
Firm details
- Headquarters
- Tyrone, Georgia
- CRD number
- 131416
- Registered since
- May 25, 2018
- Website
- ansonanalytics.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.76%
- Pension & Profit Sharing Plans11.1%
- Individuals8.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anson Analytics is an independent registered investment adviser that registered with the SEC in 2018. The firm is organized as a corporation with individual ownership and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Compensation is primarily fee-based, with clients billed as a percentage of assets under management and, in some cases, hourly charges. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds68%
- US Government Bonds11%
- Exchange Traded Equities4%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$181M in ETFs
84%
$152M
12%
$29.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $10.6M | 105,639 | 5.87% |
Location
Tyrone, GA
Fayette
Location
Tyrone, GA
Headquartered in Tyrone, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fayette
- Address
- 160 Greencastle Rd
- Time zone
- ET (UTC-5)
- Office locations
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