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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2002
- Office Locations
- 6
Office Locations
About Andersen
Andersen is an independent tax and professional services firm providing planning and compliance support to family offices, real estate investors, alternative investment funds and principals, and founders/venture-backed companies. The firm is active in tax thought leadership (e.g., webcasts), and senior leaders have been recognized by Tax Notes—relevant for partners facing complex alternative-asset and entity-level tax/compliance needs.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 4.4%, from $6.1B to $6.3B.
Across 5 reported observations, AUM increased 71.7% between March 30, 2022 and March 30, 2026, from $3.7B to $6.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 50 advisory representatives and 655 clients, or 13.1 clients per representative. That equates to $9.7M in reported AUM per client.
The profile lists 6 reported office locations and 24 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Andersen record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANK CASSIDY
Managing Director
- CRD
- --
- Ownership
- Less than 5%
MORGAN LEE CHONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 17 owners & executives
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CHRISTINA MARIE BOKOR
--
- CRD
- #6266853
JEFFREY MICHAEL BRATZ
Advisor
- CRD
- #4738833
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,348,792,000 | $10,965,098 |
| Non-Discretionary | $0 | -- |
| Total | $6,348,792,000 | $10,965,098 |
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Separately Managed Accounts
SMA allocation detail is available
Andersen has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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