| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 11/10/2009 |
| ADV Location | SALEM, VA, United States |
| Contact Info | 540 xxxxxxx |
| Websites |
| AUM* | 913,571,674 29% |
| of that, discretionary | 913,571,674 29% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,334 1% |
| % High Net Worth | 9.34% 55% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ANDERSON & REED | Filing Date01/21/2026 | Form ADV-E View Report |
| Accounting Firm Name ANDERSON & REED | Filing Date02/10/2025 | Form ADV-E View Report |
| Accounting Firm Name ANDERSON & REED | Filing Date02/13/2024 | Form ADV-E View Report |