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Building 2ANDERSON FINANCIAL PARTNERS, INC.

Map pinPONTE VEDRA, FL
Phone9042808995
NotebookSEC #801-62031
Total AUM
$1.5B
Employees
4
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA
FL 32082
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
9042808995

ReceiptFinancials

Total AUM
$1.5B
Accounts
34
Discretionary
$0
Accounts
0
Non-Discretionary
$1.5B
Accounts
34

ContactClients

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HNW Individual Clients
14
AUM
$379M
Pension/Profit Sharing Plan Clients
4
AUM
$231M
Charitable Organization Clients
9
AUM
$559M
Government Entity Clients
4
AUM
$352M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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