Overview
Assets Under Management: $1.0 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 172
Average Client Assets: $1.0 million
Frequently Asked Questions
ANDERSON GROWTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138600), ANDERSON GROWTH PARTNERS, LLC is subject to fiduciary duty under federal law.
ANDERSON GROWTH PARTNERS, LLC is headquartered in BIRMINGHAM, AL.
ANDERSON GROWTH PARTNERS, LLC serves 172 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ANDERSON GROWTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
ANDERSON GROWTH PARTNERS, LLC manages $1.0 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ANDERSON GROWTH PARTNERS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.82%
Average Client Assets: $1.0 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 138600
Filing ID: 2081120
Last Filing Date: 2026-03-26 17:32:23