ANDERSON ADVISORS, INC.

Overview

Anderson Advisors, Inc. operates primarily as an insurance broker while offering portfolio management for individuals and small businesses and the selection of other advisers. The firm is classified as an individual-owner corporation and positions itself as a capital allocator, which suggests it arranges allocations to third-party managers rather than running large proprietary strategies. Its advisory activity appears focused on managing client portfolios and sourcing outside managers to fill specialty exposures or niche strategy needs. The firm’s fee arrangement is percentage-of-AUM, but other revenue lines likely come from its insurance brokerage business. Anderson Advisors, Inc. is not an active ESG investor and is not organized as a multi-state adviser, signaling a geographically concentrated practice. Given the mix of insurance brokerage and advisory services, the firm likely integrates insurance solutions alongside traditional investment management when advising clients.

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Location & Offices