Anderson Financial Partners, Inc.
● SEC registered since 2003CRD 126641SEC# 801-62031Ponte Vedra, FL
Reg. AUM
$1.52B
Employees
4
Accounts
34
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 $1.5 billion in regulatory assets under management and employs 4 people.
Anderson Financial Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Karl Anderson Control | Managing Partner | Over 75% | 2003 |
| Timothy J Anderson | Managing Partner & Chief Compliance Officer | Under 5% | 2008 |
Frequently asked questions
How much does Anderson Financial Partners, Inc. manage?
Anderson Financial Partners, Inc. reports $1.5 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
| Address | 212 Ponte Vedra Park Drive, Suite 200, Ponte Vedra, FL 32082 |
| Phone | 9042808995 |
| Fax | 904-280-8996 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $0Non-discretionary $1.52B