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Anderson Financial Partners Inc
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CRD # | 126641 |
SEC # | 801-62031 |
CIK # | |
AUM | $1.2 BB (2024-03-27) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 904-280-8995 |
Address | 212 Ponte Vedra Park Drive Ponte Vedra, FL 32082 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 15 | 0.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 0.2 |
(h) Charitable organizations | 10 | 0.3 |
(i) State or municipal government entities | 6 | 0.4 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 35 | 1.2 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 35 | 1.2 |
Total | 35 | 1.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.2 | |
Total | 35 | 1.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Campbell Newman Asset Management Inc
✚
|
WI | 1.2 |
Hottinger & Co Limited
✚
|
1.2 | |
Bigsur Wealth Management LLC
✚
|
FL | 1.2 |
Meridian Wealth Advisors LLC
✚
|
TX | 1.2 |
PER Stirling Capital Management LLC
✚
|
TX | 1.2 |
Sunesis Advisors LLC
✚
|
KS | 1.2 |
Capital Creek Partners LLC
✚
|
TX | 1.2 |
The Pinnacle Financial Group
✚
|
NY | 1.2 |
Murray Financial Group LLC
✚
|
MN | 1.2 |
CRA Financial Services LLC
✚
|
NJ | 1.2 |