A
CRD: 122236
Anweiler Financial Management, LLC
NEW Haven, IN, 46774
2607492170
$51.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
107 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-1998
- Office Locations
- 1
Office Locations
618 Professional Park NEW Haven IN
About Anweiler Financial Management, LLC
Anweiler Financial Management, LLC is a NEW Haven-based RIA. The firm has been operating for 27 years. Managing $51.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$51.3M AVG AUM / ADVISOR
$479.4K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Peak Foundation ridge
Client Personas
Catalyst
Investment Themes
Optima Glacier Alpha
Investment Vehicles
Pathway
Services
Pathway Crest Timber catalyst Crest Atlas value Alpha Foundation Optima vector
Owner & Executives
R
ROBERT DALE ANWEILER JR
Director, Manager
- CRD
- #2233643
- Ownership
- 75% or more
(955) 866-1390
wave.crest@legacycapital.com
in linkedin.com/in/element-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,299,798 | -- |
| Total | $51,299,798 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,299,798
Equity - Exchange:
21.8% Public Funds:
27.3% Cash:
30.2% U.S. Government/Agency:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,568,375,795 | 21.8% |
| Public Funds | $1,964,066,936 | 27.3% |
| Cash | $2,172,704,083 | 30.2% |
| U.S. Government/Agency | $1,489,237,567 | 20.7% |
| Total | $7,194,384,381 | 100.0% |