Annaco Investment Management (Helena)

Name: Annaco Investment Management
Address: 1728 9 Th Ave, Helena, MT, 59601 4657
Telephone: 406-442-2400

Annaco Investment Management is an adviser based in Helena. It manages $87.33 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Nevada, Texas, and Washington.

Annaco Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and provide investment advice through consultation for an hourly fee. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Annaco Investment Management: assets under management

The assets under management (AUM) of Annaco Investment Management is $87.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $87.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Annaco Investment Management for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Annaco Investment Management

Annaco Investment Management is owned by James Ray Howeth. Philip Owen Howeth has been acting as President since 1 Apr 2009. David James Howeth joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kerry Robert Neils	Chief compliance officer	1 Jul 2005	Other	2153037
James Ray Howeth	Owner	1 Apr 2009	50% - 75%	1756791
Philip Owen Howeth	President/treasurer	1 Apr 2009	Other	2026406
Kerry Robert Neils	Vice president/secretary	1 Apr 2009	Other	2153037
David James Howeth	Owner	1 Sep 2011	Other	6034164
William Sidney Howeth	Owner	1 Sep 2011	Other	6034166
John Thomas Howeth	Owner	1 Sep 2011	Other	6034174

Based in Helena

The principal office where Annaco Investment Management performs its advisory services is located at 1728 9 Th Ave, Helena, MT 59601 4657, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 406-442-2400 or by fax 406-442-1230. The normal business hours are 7:30 am 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.annacoim.com.