ANDERSON FINANCIAL PARTNERS, INC.
CRD #126641 SEC #801-62031 PONTE VEDRA, FL 9042808995
SEC Registered
Total AUM
$1.2B
Discretionary
$0
Employees
4
Clients
0
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $0 | $1.2B | 4 | 0 |
| Mar 2024 | $1.2B | $0 | $1.2B | 4 | 0 |
| Mar 2023 | $1.2B | $0 | $1.2B | 4 | 0 |
| Mar 2022 | $1.4B | $0 | $1.4B | 4 | 0 |
| Nov 2021 | $2.1B | $0 | $2.1B | 4 | 0 |
| Mar 2021 | $2.1B | $0 | $2.1B | 4 | 0 |
| Jun 2020 | $1.9B | $0 | $1.9B | 4 | 0 |
| Apr 2020 | $1.9B | $0 | $1.9B | 4 | 0 |
| Mar 2019 | $1.6B | $0 | $1.6B | 4 | 0 |
| Sep 2018 | $1.7B | $0 | $1.7B | 4 | 0 |
| Mar 2018 | $1.7B | $0 | $1.7B | 4 | 0 |
| Mar 2017 | $1.7B | $0 | $1.7B | 5 | 26 |
| Mar 2016 | $1.7B | $0 | $1.7B | 5 | 26 |
| Mar 2015 | $1.6B | $0 | $1.6B | 5 | 26 |
| Mar 2014 | $1.6B | $0 | $1.6B | 5 | 26 |
| Mar 2013 | $1.1B | $0 | $1.1B | 5 | 26 |
| Mar 2012 | $900M | $0 | $900M | 1 | 26 |
| Mar 2009 | $900M | $0 | $900M | 5 | -- |
| Feb 2007 | $950M | $0 | $950M | 5 | -- |
| Mar 2006 | $900M | $0 | $900M | 5 | -- |
| Sep 2005 | $600M | $0 | $600M | 5 | -- |
| Mar 2004 | $400M | $0 | $400M | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients0
DateNov 2021
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees4
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees4
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees4
Clients0
DateApr 2020
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees4
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees4
Clients0
DateSep 2018
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees4
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees4
Clients0
DateMar 2017
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees5
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees5
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees5
Clients26
DateMar 2014
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees5
Clients26
DateMar 2013
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees5
Clients26
DateMar 2012
Total AUM$900M
Discretionary$0
Non-Disc.$900M
Employees1
Clients26
DateMar 2009
Total AUM$900M
Discretionary$0
Non-Disc.$900M
Employees5
Clients--
DateFeb 2007
Total AUM$950M
Discretionary$0
Non-Disc.$950M
Employees5
Clients--
DateMar 2006
Total AUM$900M
Discretionary$0
Non-Disc.$900M
Employees5
Clients--
DateSep 2005
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees5
Clients--
DateMar 2004
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients--