Anthony Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,758,220
Clients
105
Advisors
1
of 1 employees
About
Anthony Investment Management serves individuals (including high‑net‑worth clients), charitable organizations, corporations and other business entities, trusts and estates, and sponsors of employer‑sponsored retirement plans. The firm provides investment supervisory (portfolio management) services, financial planning and consulting, investment consulting, and retirement plan consulting, and reports about $73.5 million in discretionary assets under management and $57.3 million in assets under advisement.
The firm builds individualized client profiles that assess income, liquidity needs, tax sensitivity, investment time horizon and risk tolerance, and constructs tailored portfolios using mutual funds, ETFs, individual equities, fixed income securities, REITs and certificates of deposit, with the option for shorter‑term tactical asset allocation shifts. AIM places greater emphasis on fundamental analysis, typically seeks discretionary authority for ongoing management, and offers non‑discretionary consulting engagements for specific projects.
AIM is notable among similarly sized independent advisers for its active retirement plan and pension consulting work: it provides ERISA plan‑sponsor services such as plan design, fiduciary best‑practices assessments, provider reviews, fund‑menu design, and ongoing monitoring, and also serves charitable and corporate clients in addition to individual investors. The brochure discloses that the firm manages client assets in‑house rather than selecting outside managers and identifies potential conflicts tied to recommendations about retirement‑account rollovers.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $100 to $10,000 on a fixed fee basis; Investment consulting fees range from $100 to $10,000 on a fixed fee basis; Retirement plan consulting fixed fees range from $500 to $50,000
$0 - $500,000: 0.75% $500,001 - $2,000,000: 0.50% Above $2,000,000+: 0.25%
Main office
2 22nd Street, Suite 306
Wheeling WV 26003
Advisors at this office
1
Most active in
Florida · Ohio · Pennsylvania · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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