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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 03-03-2016
- Office Locations
- 1
Office Locations
About Anglia Advisors
Anglia Advisors provides affordable, fee-for-service personal finance and investment advice and professional portfolio management with no minimums. The firm focuses on individuals, couples, and families—especially younger professionals, younger families/couples, people who are suddenly single, and foreign nationals living in the U.S. Independent and transparent, it takes no commissions or third-party compensation and also offers financial education plus presentations/workshops.
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Owner & Executives
SIMON PATRICK BRADY
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4521633
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,079,542,625 | 49.7% |
| Cash | $1,469,292,012 | 17.9% |
| Equity - Exchange | $2,659,500,625 | 32.4% |
| Total | $8,208,335,262 | 100.0% |