ANDERSON FINANCIAL STRATEGIES, LLC

2500 Stratacache Tower
40 N Main St.
Dayton, Ohio 45423
Tel: (855)237-4545

About ANDERSON FINANCIAL STRATEGIES, LLC

ANDERSON FINANCIAL STRATEGIES, LLC, formally registered with the SEC as ANDERSON FINANCIAL STRATEGIES, LLC. The firm was established in 07/02/2021. They have over 1 offices throughout the country.

ANDERSON FINANCIAL STRATEGIES, LLC is a Dayton, Ohio based Financial Planning firm with nearly $245,683,085 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290343
SEC#	801-121691
Assets Managed by Firm	$245,683,085
No. of Clients	205
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	205	$245,683,085
Individuals (other than high net worth individuals)	121	$30,157,205
High net worth individuals	56	$73,833,154
Pension and profit sharing plans	31	$129,520,767
Charitable organizations	4	$6,094,052
Corporations or other businesses	5	$6,077,907

More Retirement Planning firms in Dayton, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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