ANDERSON ASSET MANAGEMENT

ANDERSON ASSET MANAGEMENT of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 155516). Regulatory assets under management: $68.4M.

Registration

• CRD: 155516
• Type: Registered investment adviser
• Location: 2101 HIGHLAND AVENUE S., BIRMINGHAM, AL, 35205-4009
• Phone: 205-453-0225
• Latest filing: 2026-03-17
• Regulatory AUM: $68.4M
• Discretionary AUM: $53.4M
• Non-discretionary AUM: $15.0M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155516 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search