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ANDERSEN

1861 International Drive
Suite 501
Mclean, Virginia 22102
Tel: 571-382-0020

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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 StatusApproved
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 ClientsAUM
Firm Total413$4,217,211,000
Individuals (other than high net worth individuals)41$39,402,000
High net worth individuals329$2,278,498,000
Pension and profit sharing plans0$6,708,000
Charitable organizations7$46,007,000
Corporations or other businesses9$462,053,000
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THOMPSON SIEGEL & WALMSLEY LLC
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