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ANDERSEN
MCLEAN, VA
571-382-0020
SEC #801-61693Total AUM
$6.3B
Employees
2,061Clients
613Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1861 INTERNATIONAL DRIVE
SUITE 501
MCLEAN
VA 22102
United States
SUITE 501
MCLEAN
VA 22102
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
571-382-0020
Other Offices
6
Financials
Total AUM
$6.3B
Accounts
579Discretionary
$6.3B
Accounts
579Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
88AUM
$39.6M
HNW Individual Clients
462AUM
$3.7B
Pension/Profit Sharing Plan Clients
1AUM
$2.9M
Charitable Organization Clients
13AUM
$51.6M
Corporation or Business Clients
40AUM
$2.4B
Other Clients
9AUM
$82.8M
Description of Other Clients
ENDOWMENTS, OTHER NOT-FOR-PROFIT ORGANIZATIONS AND FAMILY PARTNERSHIPS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.