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Anthony Dietrich

26 Years of Experience
3 DisclosuresSells Insurance

Anthony Dietrich is a registered investment advisor at Blackridge Asset Management, LLC, based in Gainesville, VA, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

7350 Heritage Village Plaza #102, Gainesville, VA, 20155

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2020
Final Disposition
Regulatory
November 2019
Final
Regulatory
August 2005
Final
Other Business ActivitiesSells Insurance

Anthony owns ASquared LLC, Mosquito Tek/Eco Tek, ABT LLC, D2 Management LLC, and Toler Management LLC. He is also the President of Asset Planning Strategies, an insurance/investment firm, dedicating more than full-time hours to this role.

Employment History
Current Registrations
Blackridge Asset Management, LLC
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Retirement Wealth Advisors, INC.
February 2014 - May 2018 · 4 yrs 3 mos
Wunderlich Securities, INC.Broker
March 2007 - December 2010 · 3 yrs 9 mos
Capital Securities of America, INC.Broker
September 2002 - March 2007 · 4 yrs 6 mos
The Leaders Group, INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
PFS Investments INC.Broker
April 1996 - August 2000 · 4 yrs 4 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.