Bush Thomas Anthony is a mid-sized advisory firm based in Sheridan. It manages $1 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.
Bush Thomas Anthony provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bush Thomas Anthony is $1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 138% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bush Thomas Anthony for their services and products based on a percentage of assets under management and hourly charges. 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.
The principal office where Bush Thomas Anthony performs its advisory services is located at 1615 Meadowlark Lane, Sheridan, WY 82801, 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 307-752-4075 or by fax 307-672-0604. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday.