Sign in Sign up for free

Anderson Advisors, LLC (New York)


Anderson Advisors, LLC is a related adviser based in New York. It manages $8.86 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Anderson Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anderson Advisors: assets under management

The assets under management (AUM) of Anderson Advisors, LLC is $8.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.86 million each.
Anderson Advisors has custody of $8.86 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Anderson Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Private Management And Consulting Group Holding company 1 Mar 2003 75% - 100% 13-3930928

Based in New York

The principal office where Anderson Advisors, LLC performs its advisory services is located at 150 East 52 Nd Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (347) 960-4520 or by fax (347) 960-4523. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


Registered investment advisers similar to Anderson Advisors, LLC