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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Legacy meridianAlpha
- Established Date
- 04-01-1995
- Office Locations
- 1
Office Locations
About BF/Anderson
BF/ANDERSON is a Baton Rouge-based RIA serving retail and institutional clients, including business owners and entrepreneurs. The firm runs a concentrated, growth-oriented equity strategy, focusing portfolios on a small set of stocks it follows closely each day rather than broad diversification. Led by veteran market practitioner Budd "Andy" Anderson and daughter/portfolio manager Amy Anderson; custody includes Schwab and Merrill Lynch.
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Owner & Executives
BUDD FRANK ANDERSON JR
DIRECTOR, Financial Advisor, President
- CRD
- #830173
- Ownership
- 50% but less than 75%
AMY Engel Anderson
Investment Advisor, Owner
- CRD
- #6032977
- Ownership
- 10% but less than 25%
Prime ridge
Vector peak momentum
- CRD
- #57492
- Ownership
- 3.1%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,574,036 | $262,910 |
| Non-Discretionary | $7,986,905 | $62,838 |
| Total | $62,560,941 | $187,386 |
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Separately Managed Accounts
Total SMA Asset: $62,434,300
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,151,754,351 | 29.7% |
| Equity - Exchange | $1,155,632,312 | 29.8% |
| Public Funds | $1,570,574,115 | 40.5% |
| Total | $3,877,960,778 | 100.0% |