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ANDERSEN
ANDERSEN TAX LLC
CRD 124205 · SEC 801-61693
1861 INTERNATIONAL DRIVE, SUITE 501, MCLEAN, VA, 22102, United States
Phone
571-382-0020
Fax
703-442-0181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.35B
Discretionary AUM
$6.35B
Team
2061 total employees; 50 advisory reps; 43 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $39.6M |
| High net worth individuals | 462 | $3.73B |
| Charitable organizations | 13 | $51.6M |
| Corporations/business entities | 40 | $2.44B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD