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
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.