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Home > Retirement Planners > virginia > mclean > ANDERSEN
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 $4,217,211,000 assets under management, offering retirement planning & investment advisory services to 413 clients. The firm is staffed with 1511 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 124205 |
| SEC# | 801-61693 |
| Assets Managed by Firm | $4,217,211,000 |
| No. of Clients | 413 |
| No. of Advisors | 1511 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 413 | $4,217,211,000 |
| Individuals (other than high net worth individuals) | 41 | $39,402,000 |
| High net worth individuals | 329 | $2,278,498,000 |
| Pension and profit sharing plans | 0 | $6,708,000 |
| Charitable organizations | 7 | $46,007,000 |
| Corporations or other businesses | 9 | $462,053,000 |
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