|
⚲
|
| Anderson Financial Partners Inc
✚
|
|
|---|---|
| CRD # | 126641 |
| SEC # | 801-62031 |
| CIK # | |
| AUM | $1.5 B (2026-03-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 904-280-8995 |
| Address | 212 Ponte Vedra Park Drive Ponte Vedra, FL 32082 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.2 |
| (h) Charitable organizations | 9 | 0.6 |
| (i) State or municipal government entities | 4 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 1.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 34 | 1.5 |
| Total | 34 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 34 | 1.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triad Wealth Partners LLC
✚
|
KS | 1.5 |
|
Capital Creek Partners LLC
✚
|
TX | 1.5 |
|
Tamar Securities LLC
✚
|
CA | 1.5 |
|
Next Century Growth Investors LLC
✚
|
MN | 1.5 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.5 |
|
Midwest Financial Partners Investments Inc
✚
|
MN | 1.5 |
|
Legacy Capital Wealth Partners LLC
✚
|
AR | 1.5 |
|
Legacy Financial Advisors Inc
✚
|
KY | 1.5 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.5 |
|
RBC Securities Inc
✚
|
CA | 1.5 |