Andersen Tax Review


Trust Score 96%
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Last updated: May 21st, 2019. Data source: SEC filings.

Andersen Tax, federally registered in 2003, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 9 advisors. Andersen Tax manages $1.9 billion and provides investment advisory services for 345 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $5,406,040
Hybrid Advisor No
Disciplinary History No
Total AUM $1.9 billion
Advisor / Client Ratio 1:39
Headquarters Mclean, VA
SEC Filings Forms and Brochures    (CRD # 124205)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI


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