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ANDERSON & ANDERSON ADVISORY, LLC

LONGVIEW, WA · CRD 132989 · IAPD ↗ · 360-425-7447

$326.9MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — ANDERSON & ANDERSON ADVISORY, LLC (LONGVIEW, WA) left the SEC roster (was $326.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — ANDERSON & ANDERSON ADVISORY, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.