| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Scott Levy | Managing Director - New York Ics | Under 5% | 2015 |
| Adam Steinberger | Managing Director/Board Member | Under 5% | 2024 |
| Andersen Tax Holdings LLC Control | Holding Company | Over 75% | 2007 |
Andersen Tax LLC reports $6.1 billion in regulatory assets under management on its Form ADV.
Andersen Tax LLC reports 1,970 employees.
Andersen Tax LLC is based in McLean, VA and has been SEC-registered since 2003.
Andersen Tax LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1861 International Drive, Suite 501, McLean, VA 22102 |
| Phone | 571-382-0020 |
| Fax | 703-442-0181 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $6.08B |
| Total (RAUM) | $6.08B |