Anthem Advisors, LLC is a large advisory firm based in Overland Park. It manages $33.4 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Kansas.
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.
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 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.
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.