Investment adviser · CRD 155158

ANRIA

Investment adviser filing (IA)

AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.

LEAGUE CITY, TX, United States · Form ADV filed Mar 4, 2022

Regulatory AUM
$352M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Charities5$183,476,93352.1%
Corporations & businesses14$117,451,98433.4%
Retirement plansFewer than 5$23,187,3536.6%
Insurance companiesFewer than 5$20,783,6215.9%
High-net-worth individualsFewer than 5$7,061,1062.0%
Filing source

Form ADV 1594400 · Mar 4, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 4, 2022. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2450 SOUTH SHORE BLVD, SUITE 400
LEAGUE CITY, TX, 77573-2997, United States

CRD 155158

Filing source

Form ADV 1594400 · Mar 4, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.