Anderson & Strudwick, Incorporated (Richmond)

Anderson & Strudwick, Incorporated is a mid-sized advisory firm based in Richmond. It manages $98.83 million of regulatory assets for 726 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Colorado, Connecticut, and 29 other states.

Anderson & Strudwick, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting services to institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as insurance product sales.

Anderson & Strudwick, Incorporated: assets under management

The assets under management (AUM) of Anderson & Strudwick, Incorporated is $98.83 million. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.1 million in discretionary accounts and $41.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $190.55 thousand.

Anderson & Strudwick, Incorporated has custody of $195.18 million in cash and securities for 897 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anderson & Strudwick, Incorporated for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Anderson & Strudwick, Incorporated

George Frederick Iii Nolde has been acting as President since 1 Jan 2006. Norma Houser Sellors joined the executive team most recently as the Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 68 indirect owners.

Based in Richmond

The principal office where Anderson & Strudwick, Incorporated performs its advisory services is located at 707 E. Main St, Richmond, VA 23219 The mailing address of the firm is P.O. Box 1459, Richmond, VA 23218 1459. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-643-2400 or by fax 804-343-3308. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.andersonstrudwick.com.

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