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).

Current Firm Details
1861 International Drive, Suite 501, Mclean, VA 22102
https://twitter.com/andersen_us
By the Numbers
  • Total Assets Under Management
    4,963
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $11,128,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Andersen
Showing 11 - 11 of 11 top financial advisors.
11
Adam Levy, financial advisor West Palm Beach FL
Adam S. Levy
CRD#: 3069030
One North Clematis Street, Suite 110, West Palm Beach, FL 33401

Adam Levy (CRD# 3069030) is an Investment Advisor Representative working at Andersen in West Palm Beach, FL and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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