Anodos Advisors, LLC is a large advisory firm based in Santa Barbara. It manages $649.35 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Anodos Advisors provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Anodos Advisors, LLC is $649.35 million. The firm's AUM has grown by 753% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Anodos Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Richard Edward Fogg is high net worth individuals with 19 clients and $649.35 million of assets under management. Among the 10 most similar advisory firms, Anodos Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $649.35 million for 19 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Anodos Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard Edward Fogg has been acting as President since 1 Oct 2005. Ryan Daniel Wolfshorndl joined the executive team most recently as the Member.
The principal office where Anodos Advisors, LLC performs its advisory services is located at 115 E Micheltorena St, Santa Barbara, CA 93101, 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 805-899-1245 or by fax 805-899-1248. The normal business hours are 8:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at anodosadvisors.com and its LinkedIn profile.