Andersen
Andersen (CRD# 124205) is a financial advisory firm headquartered in Mclean, VA. They manage $4,963,236,000 in 446 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management4,963MILLION
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Total Number of Accounts446ACCOUNTS
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Average Account Value$11,128,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Christina Bokor (CRD# 6266853) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 10 years of experience in the finance industry.
Jeffrey Bratz (CRD# 4738833) is an Investment Advisor Representative working at Andersen in Des Moines, IA and has over 20 years of experience in the finance industry.
Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 13 years of experience in the finance industry.
Matthew Juffer (CRD# 4239679) is an Investment Advisor Representative working at Andersen in Des Moines, IA and has over 23 years of experience in the finance industry.
Andrew Kyriacou (CRD# 3129136) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 25 years of experience in the finance industry.
Mary McCormick (CRD# 6656278) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry.
Eric Sanders (CRD# 6656203) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry.
Keegan Stroup (CRD# 4494933) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry.
Brian Ullsperger (CRD# 2255540) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 29 years of experience in the finance industry.
Shaun Hamilton (CRD# 7293859) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 3 years of experience in the finance industry.