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| Happy Holidays!! thanks for using AUM13F!! |
| Andersen Tax LLC
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| CRD # | 124205 |
| SEC # | 801-61693 |
| CIK # | |
| AUM | $6.1 B (2025-03-31) |
| Employees | 1,970 (3% Investors, 0% Brokers) |
| Phone | 571-382-0020 |
| Address | 1861 International Drive Mclean, VA 22102 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 0.0 |
| (b) Individuals (high net worth individuals) | 443 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 1.0 |
| (n) Other | 28 | 1.5 |
| Total | 584 | 6.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 584 | 6.1 |
| Total | 584 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 584 | 6.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fidelity Institutional Wealth Adviser LLC
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|
MA | 6.5 |
|
TD Private Client Wealth LLC
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|
NY | 6.5 |
|
Axxcess Wealth Management LLC
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|
CA | 6.3 |
|
Richmond Capital Management Inc
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|
VA | 6.1 |
|
GYL Financial Synergies LLC
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|
CT | 6.1 |
|
Ethic Inc
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|
NY | 5.9 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.8 |
|
Cambridge Associates Limited LLC
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|
MA | 5.8 |
|
Wedbush Securities Inc
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|
CA | 5.7 |
|
Signature Investment Advisors LLC
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|
CA | 5.7 |