$68.4M Total AUM
$53.4M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Pioneer vertex
- Established Date
- 09-15-2011
- Office Locations
- 1
Office Locations
2101 Highland Avenue Suite 220 Birmingham AL
About Anderson Asset Management
Anderson Asset Management is a fee-only asset manager in Birmingham, Alabama, providing tailored portfolio construction and ongoing advice for individuals navigating retirement and other life transitions. The firm’s strategies emphasize long-term, goals-based planning and are implemented primarily using public funds and ETFs; clients may custody assets through firms such as LPL Financial.
Team overview
-- AVG AGE
$68.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Radial Optima Radial
Custodian
Vector wave
Investment Vehicles
Pioneer wave Summit
Services
Fusion Capital pathway Crest
Technology
Prime frontier
Owner & Executives
B
BRIAN HUNTER ANDERSON
Chief Compliance Officer, President, Vice President
- CRD
- #2332943
- Ownership
- 75% or more
(946) 578-9753
meridian.quantum@optimacapital.com
in linkedin.com/in/matrix-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,429,343 | -- |
| Non-Discretionary | $14,996,119 | -- |
| Total | $68,425,462 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,424,472
Public Funds:
32.3% Equity - Exchange:
23.0% Cash:
44.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,234,444,566 | 32.3% |
| Equity - Exchange | $879,016,255 | 23.0% |
| Cash | $1,708,348,982 | 44.7% |
| Total | $3,821,809,803 | 100.0% |