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Anderson Financial Partners, Inc.

● SEC registered since 2003CRD 126641SEC# 801-62031Ponte Vedra, FL
Export (members)
Reg. AUM
$1.18B
Employees
4
Accounts
35
Location
Ponte Vedra, FL

Anderson Financial Partners, Inc. assets under management

Anderson Financial Partners, Inc. is an investment advisory firm registered with the SEC based in Ponte Vedra, FL. The firm has been registered since 2003. It reports $1.2 billion in regulatory assets under management and employs 4 people.
www.andersonfinancialpartners.comView on SEC.gov ↗

Anderson Financial Partners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Karl Anderson ControlManaging PartnerOver 75%2003
Timothy J AndersonManaging Partner & Chief Compliance OfficerUnder 5%2008

Frequently asked questions

How much does Anderson Financial Partners, Inc. manage?

Anderson Financial Partners, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Anderson Financial Partners, Inc. have?

Anderson Financial Partners, Inc. reports 4 employees.

Where is Anderson Financial Partners, Inc. located?

Anderson Financial Partners, Inc. is based in Ponte Vedra, FL and has been SEC-registered since 2003.

Does Anderson Financial Partners, Inc. disclose fund performance?

Anderson Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address212 Ponte Vedra Park Drive, Suite 200, Ponte Vedra, FL 32082
Phone9042808995
Fax904-280-8996
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$1.18B
Total (RAUM)$1.18B