ANDERSON FINANCIAL PARTNERS, INC.
Adviser information for ANDERSON FINANCIAL PARTNERS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 35 | $1.2B |
| Total | 35 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 15 | $313.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 4 | $192.0M |
| Charitable organizations | 10 | $293.0M |
| State or municipal gov entities | 6 | $415.0M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-62031 |
|---|---|
| SEC ERA File Number | 801-62031 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126641 |
| Legal Entity Identifier | None |
Principal Office
212 PONTE VEDRA PARK DRIVESUITE 200
PONTE VEDRA
FL
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 9042808995, Fax: 904-280-8996
Websites
Chief Compliance Officer
TIMOTHY J. ANDERSON
MANAGING DIRECTOR & CHIEF ECONOMIST
212 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA
FL
United States
Tel:
904-280-8995
Fax:
904-280-8996
T********@**********M
(Full email address available in API data)
Regulatory Contact
ANGELA FORTNER
CHIEF ADMINISTRATIVE OFFICER
212 PONTE VEDRA PARK DRIVE
SUITE 200
PONTE VEDRA
FL
United States
Tel:
(904) 280-8995
Fax:
(904) 280-8996
A*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, JOHN, KARL | Individual | – | MANAGING PARTNER | 03/2003 | > 75% |
| ANDERSON, TIMOTHY, J | Individual | – | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 07/2008 | < 5% |