Anderson Financial Partners Inc

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Assets, Funds, Holdings

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Anderson Financial Partners Inc
CRD #126641
SEC #801-62031
CIK #
AUM $1.2 BB (2024-03-27)
Employees 4 (50% Investors, 0% Brokers)
Phone904-280-8995
Address212 Ponte Vedra Park Drive
Ponte Vedra, FL 32082
Source [IAPD] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02002200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 15 0.3
(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 4 0.2
(h) Charitable organizations 10 0.3
(i) State or municipal government entities 6 0.4
(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 0 0.0
(n) Other 0 0.0
Total 35 1.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 35 1.2
Total 35 1.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.2
Total 35 1.2
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