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Anthony & Co Inc (St Louis)


Anthony & Co Inc is an internet adviser based in St Louis. It manages $20 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Missouri.

Anthony & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Anthony &: assets under management

The assets under management (AUM) of Anthony & Co Inc is $20 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anthony & Co Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St Louis

The principal office where Anthony & Co Inc performs its advisory services is located at 10 South Brentwood, Ste 416, St Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-725-0770 or by fax 314-725-4554. The normal business hours are 8am-5pm on Monday - Friday.


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