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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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