Anna Corp (Helena)

Anna Corp is a large advisory firm based in Helena. It manages $83.95 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Montana, Nevada, Texas, and Washington.

Anna Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anna Corp: assets under management

The assets under management (AUM) of Anna Corp is $83.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anna Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Anna Corp

Anna Corp is owned by James Ray Howeth. James Howeth has been acting as President since 1 Nov 1977. Philip Owen Howeth joined the executive team most recently as the President/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Howeth	Chairman	1 Nov 1977	50% - 75%	1756791
Philip Howeth	C.e.o./treasurer	1 Sep 1987	Other	2026406
Kerry Neils	Vice president/secretary	1 Apr 1990	Other	2153037
Kerry Robert Neils	Vice president/secretary	1 Apr 1990	Other	2153037
David J Brown	Vice president	1 Jan 1999	Other	4389771
Kerry Robert Neils	President/secretary	1 Apr 2005	Other	2153037
Kerry Robert Neils	Cco	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

Based in Helena

The principal office where Anna Corp 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.