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Home > Retirement Planners > florida > ponte vedra > ANDERSON FINANCIAL PARTNERS, INC.
ANDERSON FINANCIAL PARTNERS, INC.
212 Ponte Vedra Park Drive
Suite 200
Ponte Vedra, Florida 32082
Tel: 9042808995
About ANDERSON FINANCIAL PARTNERS, INC.
ANDERSON FINANCIAL PARTNERS, INC, formally registered with the SEC as ANDERSON FINANCIAL PARTNERS, INC. The firm was established in 05/09/2003. They have over 1 offices throughout the country.
ANDERSON FINANCIAL PARTNERS, INC. is a Ponte Vedra, Florida based Financial Planning firm with nearly $1,213,000,000 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126641 |
| SEC# | 801-62031 |
| Assets Managed by Firm | $1,213,000,000 |
| No. of Clients | 35 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 35 | $1,213,000,000 |
| High net worth individuals | 15 | $313,000,000 |
| Pension and profit sharing plans | 4 | $192,000,000 |
| Charitable organizations | 10 | $293,000,000 |
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