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| Keyboard |
| Andersen Tax LLC
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|---|---|
| CRD # | 124205 |
| SEC # | 801-61693 |
| CIK # | |
| AUM | 6,348.8 M (2026-03-30) |
| Employees | 2,061 (2% 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) | 88 | 0.0 |
| (b) Individuals (high net worth individuals) | 462 | 3.7 |
| (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 | 13 | 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 | 40 | 2.4 |
| (n) Other | 9 | 0.1 |
| Total | 579 | 6.3 |
| By Discretionary | ||
| Discretionary | 579 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 579 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 579 | 6.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 43 |
| Serves | Institutional, Retail, Research |
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|
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|
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|
Foyston Gordon & Payne Inc
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5,957.8 M |