CRD: 124046
Andover Investment Management
Algonquin, IL
8476584610
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
24 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2002
- Office Locations
- 1
Office Locations
280 Stonegate Road Algonquin IL
About Andover Investment Management
Andover Investment Management is a Algonquin-based RIA. The firm has been operating for 24 years. Managing $6.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Owner & Executives
R
RICHARD THOMAS ARDEN
Senior Portfolio Manager
- CRD
- #874025
- Ownership
- 75% or more
(269) 394-8413
foundation.catalyst@insightcapital.com
in linkedin.com/in/atlas-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
18.2% Municipal Bonds:
27.9% Corporate - Investment Grade:
15.6% Cash:
12.8% U.S. Government/Agency:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,431,012,874 | 18.2% |
| Municipal Bonds | $2,193,695,559 | 27.9% |
| Corporate - Investment Grade | $1,226,582,463 | 15.6% |
| Cash | $1,006,426,636 | 12.8% |
| U.S. Government/Agency | $2,004,990,565 | 25.5% |
| Total | $7,862,708,097 | 100.0% |