ANDERSEN TAX LLC

ANDERSEN

MCLEAN, Virginia·4 registered advisors·CRD# 124205

SEC# 801-616935571-382-0020

01

Firm Overview

AUM

$5.0B

Regulatory assets under management

Employees

1861

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ANDERSEN TAX LLC

4 registered advisors

Adam Scott Levy

MCLEAN, Virginia

Andrew Kyriacou

MCLEAN, Virginia

Brian Steven Ullsperger

MCLEAN, Virginia

Matthew Allan Juffer

MCLEAN, Virginia

05

Office Locations

MCLEAN, Virginia

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. ANDERSEN TAX LLC (CRD# 124205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.