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Mark Stephen Demos

Anson Analytics

Tyrone, GA

CRD 2966539

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Employer firm

Anson Analytics CRD 131416

$242M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Anson Analytics

160 Greencastle Road Suite C, Tyrone, GA 30290 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-08-30
  • MN RA
    APPROVED
    Since 2024-08-30

Branch Locations

160 Greencastle Road Suite C, Tyrone, GA 30290 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foundry Partners Llc Minneapolis MN 02/2013 05/2023
Anson Analytics Tyrone GA 08/2024 Present
Consulting Minneapolis MN 05/2023 08/2024
  • 02/2013 → 05/2023
    Foundry Partners Llc
    Minneapolis, MN
  • 08/2024 → Present
    Anson Analytics
    Tyrone, GA
  • 05/2023 → 08/2024
    Consulting
    Minneapolis, MN
Designations
  • Chartered Financial Analyst
Other Names
  • Mark S Demos

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

BRANDON OWEN JORDAN
SAMUEL J. SWEITZER
Kristin D Vano

Nearby Offices

MML INVESTORS SERVICES, LLC · Tyrone, GA
ANSON ANALYTICS · Atlanta, GA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Peachtree Cty, GA

More in Tyrone, GA

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