|
⚲
|
| Andersen Tax LLC
✚
| |
|---|---|
| CRD # | 124205 |
| SEC # | 801-61693 |
| CIK # | |
| AUM | $5.0 BB (2024-03-29) |
| Employees | 1,861 (2% Investors, 0% Brokers) |
| Phone | 571-382-0020 |
| Address | 1861 International Drive Mclean, VA 22102 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 0.0 |
| (b) Individuals (high net worth individuals) | 399 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.4 |
| (n) Other | 30 | 1.5 |
| Total | 446 | 5.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 446 | 5.0 |
| Total | 446 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 446 | 5.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.2 |
|
Geneos Wealth Management Inc
✚
|
CO | 5.2 |
|
Fort Pitt Capital Group LLC
✚
|
PA | 5.2 |
|
Index Fund Advisors Inc
✚
|
CA | 5.0 |
|
Osaic Advisory Services LLC
✚
|
GA | 4.9 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 4.9 |
|
Signature Investment Advisors LLC
✚
|
CA | 4.9 |
|
Ethic Inc
✚
|
NY | 4.9 |
|
Dynamic Advisor Solutions LLC
✚
|
AZ | 4.8 |