Se connecter Inscription gratuite

Haneman Anthony, Ltd. (Fort Collins)


Haneman Anthony, Ltd. is an adviser based in Fort Collins. It manages $6 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2006.

Haneman Anthony provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haneman Anthony: assets under management

The assets under management (AUM) of Haneman Anthony, Ltd. is $6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Haneman Anthony, Ltd. for their services and products based on a percentage of assets under management. 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.

Based in Fort Collins

The principal office where Haneman Anthony, Ltd. performs its advisory services is located at 1903 Wilmington Drive, Suite 102, Fort Collins, CO 80528 The mailing address of the firm is 1903 Wilmington Drive, Suite 102, Fort Collins, CO 80528. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-282-1785 or by fax 970-226-4051. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


Registered investment advisers similar to Haneman Anthony, Ltd.