ANDERSON GROWTH PARTNERS, LLC

2 Metroplex Drive
Suite 102
Birmingham, Alabama 35209
Tel: 205-909-0950

About ANDERSON GROWTH PARTNERS, LLC

ANDERSON GROWTH PARTNERS, LLC, formally registered with the SEC as ANDERSON GROWTH PARTNERS, LLC. The firm was established in 01/27/2006. They have over 2 offices throughout the country.

ANDERSON GROWTH PARTNERS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $843,258,236 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138600
SEC#	801-65663
Assets Managed by Firm	$843,258,236
No. of Clients	71
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (MANAGER OF FUNDS OF FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	71	$843,258,236
High net worth individuals	30	$23,006,025

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