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ANDERSON FINANCIAL PARTNERS, INC.
CRD 126641 · SEC 801-62031
212 PONTE VEDRA PARK DRIVE, SUITE 200, PONTE VEDRA, FL, 32082, United States
Phone
9042808995
Fax
904-280-8996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $379.0M |
| Pension/profit sharing plans | 4 | $231.0M |
| Charitable organizations | 9 | $559.0M |
| State/municipal entities | 4 | $352.0M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD