Anderson Financial Partners, Inc.

RIASEC RegisteredEst. 2003

Total AUM

$1.5B

Discretionary

0% of AUM

Avg account

$44.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Ponte Vedra, Florida
CRD number: 126641
Registered since: May 9, 2003
Website: andersonfinancialpartners.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations36.75%
HNWI24.92%
State / Municipal Government23.14%
Pension & Profit Sharing Plans15.19%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Anderson Financial Partners, Inc. is an SEC-registered corporate RIA first registered in 2003 and owned by an individual principal. The firm describes itself as an institutional allocator that serves both high-net-worth individuals and family clients as well as institutional accounts. Core advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements vary by client and engagement and include a percentage-of-AUM model as well as hourly and fixed-fee arrangements. The firm acts as a capital allocator and uses third-party managers as part of its toolkit. It does not identify as an active ESG investor and is not listed as a multi-state adviser.