This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Baird ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 11-17-2017
- Office Locations
- 1
Office Locations
About K.w. Andersen Investment Group, LLC
K.w. Andersen Investment Group, LLC is a Chicago-based RIA. The firm has been operating for 8 years. Managing $43.8M in total assets under management, with 1 advisory representatives. They custody assets with Baird and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN WARREN ANDERSEN
Chief Compliance Officer, Managing Director, Managing Member, PRINCIPAL
- CRD
- #6236351
- Ownership
- 75% or more
MATTHEW ARTHUR WARD
Chief Compliance Officer, COMPLIANCE OFFICER, Managing Member, PRINCIPAL
- CRD
- #2926885
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,817,626 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,817,626 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $43,817,626
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,059,573,547 | 24.0% |
| Public Funds | $677,942,959 | 7.9% |
| Municipal Bonds | $1,673,403,507 | 19.5% |
| Corporate - Investment Grade | $1,347,304,362 | 15.7% |
| U.S. Government/Agency | $1,046,949,887 | 12.2% |
| Cash | $1,776,382,185 | 20.7% |
| Total | $8,581,556,447 | 100.0% |