ANDERSON GROWTH PARTNERS, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 138600
- Registered since
- January 27, 2006
- Website
- www.agpadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles83.18%
- HNWI16.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Anderson Growth Partners, LLC is an independent RIA organized as an LLC and registered with the SEC since 2006. The firm functions both as an asset manager and a capital allocator, serving individual and family clients as well as institutional investors. Its advisory services span financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles; the firm also lists CPO/CTA activity. Fee arrangements include percentage-of-AUM, fixed fees and performance-based structures. Anderson Growth Partners does not describe itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2KYLE DAVIDSON
Chief Financial OfficerCRD 8041783
RICHARD WALLINGTON
Chief Compliance OfficerCRD 5519307
Contacts
3 of 3ADAM HAMILL
Managing DirectorCRD 6932868
CLYDE ANDERSON
Managing PartnerCRD 5075259
Jonathan Rice
Senior Vice PresidentCRD 6917217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2 Metroplex Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ONEASCENT INVESTMENT SOLUTIONS, LLC
RIABirmingham, AL
SOUTHERN FINANCIAL GROUP, LLC
RIABirmingham, AL
OAKWORTH ASSET MANAGEMENT, LLC
RIABirmingham, AL
BHK INVESTMENT ADVISORS
RIABirmingham, AL
PORTER WHITE INVESTMENT ADVISORS, INC.
RIABirmingham, AL
BMSS WESSON WEALTH SOLUTIONS
RIABirmingham, AL