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 established in 2018 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, businesses and institutions, along with pension consulting. Its fee model combines a percentage-of-AUM component with hourly billing. Anson Analytics does not position itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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 Funds68%
- US Government Bonds11%
- Exchange Traded Equities4%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Mark Demos
Chief Investment OfficerCRD 2966539
Contacts
2 of 2
Samuel Sweitzer
Managing PrincipalCRD 4747164
Kristin Vano
Office ManagerCRD 6706038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$181M in ETFs
83%
$151M
12%
$30.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $10.3M | 102,143 | 5.68% |
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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