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ANDERSEN
1861 International Drive
Suite 501
Mclean, Virginia 22102
Tel: 571-382-0020
About ANDERSEN
ANDERSEN, formally registered with the SEC as ANDERSEN. The firm was established in 01/09/2003. They have over 6 offices throughout the country.
ANDERSEN is a Mclean, Virginia based Financial Planning firm with nearly $4,963,236,000 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 1861 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124205 |
| SEC# | 801-61693 |
| Assets Managed by Firm | $4,963,236,000 |
| No. of Clients | 446 |
| No. of Advisors | 1861 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 446 | $4,963,236,000 |
| Individuals (other than high net worth individuals) | 83 | $31,736,000 |
| High net worth individuals | 399 | $2,946,864,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $9,089,000 |
| Charitable organizations | 12 | $69,836,000 |
| Corporations or other businesses | 9 | $365,219,000 |
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