Anthem Advisors, LLC (Overland Park)

Anthem Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anthem Advisors: assets under management

The assets under management (AUM) of Anthem Advisors, LLC is $33.4 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7 million in discretionary accounts and $26.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anthem Advisors, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in Overland Park

The principal office where Anthem Advisors, LLC performs its advisory services is located at 7300 College Boulevard, Overland Park, KS 66210, 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 913-338-3333 or by fax 913-338-1333. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.anthemadvisors.com.

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