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ANDERSON GROWTH PARTNERS, LLC
ANDERSON GROWTH PARTNERS, LLC
BIRMINGHAM, Alabama
·
4 registered advisors
·
CRD# 138600
SEC# 801-65663
1
205-909-0950
01
Firm Overview
AUM
$843M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at ANDERSON GROWTH PARTNERS, LLC
4 registered advisors
Adam Shea Hamill
BIRMINGHAM, Alabama
CRD# 6932868
Clyde Barbour Anderson
BIRMINGHAM, Alabama
CRD# 5075259
Katie Bee Marshall
BIRMINGHAM, Alabama
CRD# 6047073
Richard Stanley Wallington
BIRMINGHAM, Alabama
CRD# 5519307
05
Office Locations
BIRMINGHAM, Alabama
4 advisors
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Data sourced from SEC Form ADV filings. ANDERSON GROWTH PARTNERS, LLC (CRD# 138600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.