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Anderson Asset Management CRD 155516
$68.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2101 Highland Avenue S. Suite 220, Birmingham, AL 35205-4009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2011-09-15 |
Branch Locations
2101 Highland Avenue Suite 220, Birmingham, AL 35205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Asset Management | Birmingham | AL | 09/2011 | Present |
| Weybridge Capital Partners Gp, Llc | Birmingham | AL | 01/2013 | Present |
(1.) Weybridge Capital Partners GP, LLC; Investment-related; Birmingham, AL; Affiliate of Anderson Asset Management; Managing Member; Start 01/2013; Less than 1 hour/month spent on this activity with less than 1 hour/month during securities trading hours. Note: The fund is inactive with no trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-11 |
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