BF/ANDERSON

RIASEC Registered

Total AUM

$62.6M

Discretionary

$54.6M

87% of AUM

Avg account

$711K

Accounts

88

Employees

3

Advisory reps

4

Firm details

Headquarters: BATON ROUGE, Louisiana
CRD number: 109050
Website: www.bfanderson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI51.45%
Corporations / Businesses32.15%
Individuals9.12%
Insurance Companies6.17%
Charitable Organizations0.91%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bf/Anderson is a privately owned corporate advisory firm that manages portfolios for both individuals/families and institutional clients. The firm provides portfolio management services for small businesses, individuals, and institutional entities and charges fees based primarily on a percentage of assets under management (with other fee arrangements possible). It does not bill itself as an active ESG investor and is not structured as a multi-state adviser. The firm reports individual ownership and is classified outside the standard RIA segments in available filings.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Cash & Cash Equivalents55%
Exchange Traded Equities36%
Public Funds/Mutual Funds9%

Owners & executives

1 of 1

MATTHEW SPENCER
Chief Compliance OfficerCRD 5855533

Contacts

3 of 3

AMY Anderson
Managing PartnerCRD 6032977
BUDD ANDERSON
PresidentCRD 830173
KAREN ANDERSON
SecretaryCRD 4372647

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BATON ROUGE, LA

EAST BATON ROUGE

Location

BATON ROUGE, LA

Headquartered in BATON ROUGE, LA, in the South of the United States.

Region: South
County: EAST BATON ROUGE
Address: 2237 S Acadian Thruway
Time zone: CT (UTC-6)
Office locations

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