CRD: 161784
Anthony Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2012
- Office Locations
- 1
Office Locations
About Anthony Investment Management, LLC
Anthony Investment Management, LLC is a Wheeling, WV registered investment adviser focused on long-term, risk-aware portfolio management targeting attractive absolute returns with close attention to costs. The firm works with individuals including entrepreneurs on investment and financial planning and portfolio construction, typically implementing portfolios with ETFs and mutual funds and custodying primarily with Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS SHAWN ANTHONY
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2497992
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,501,929 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,501,929 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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