← Back to searchVisit website
ANDERSON ASSET MANAGEMENT
ANDERSON PEWITT & ASSOCIATES, INC.
CRD 155516
2101 HIGHLAND AVENUE S., SUITE 220, BIRMINGHAM, AL, 35205-4009, United States
Phone
205-453-0225
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.4M
Discretionary AUM
$53.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $6.8M |
| High net worth individuals | 26 | $56.0M |
| Pooled investment vehicles | 1 | $990 |
| Charitable organizations | 1 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD