
Andersen Group Inc.
ANDG · NYSE · Consumer Cyclical / Personal Services
Price History
Full chartMarket Stats
About
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.
Company Details
- SectorConsumer Cyclical
- IndustryPersonal Services
- CEOMr. Mark Lawrence Vorsatz
- Employees2.69K
- Headquarters333 Bush Street, San Francisco, CA, United States, 94104, USA
- Websitehttps://www.andersen.com
Leadership
- Mr. Mark Lawrence VorsatzChairman & CEO · b. 1956
- Mr. Peter J. CosciaCaribbean & East Regional Managing Director · b. 1967
- Mr. Daniel Gerald DePaoliCountry MD - U.S. & Regional Managing Partner of North America · b. 1969
- Mr. Joseph P. KarczewskiMD & Director · b. 1958
- Ms. Dorice E. PepinRegional MD for the Central Region & Director · b. 1959
- Mr. Neal LivingstonChief Financial Officer · b. 1964
- Mr. Gregory VisticaManaging Director of Investor Relations
- Mr. William Leroy Deckelman Jr., J.D.Chief Legal Officer · b. 1958
- Mr. Emad AsgariManaging Director
- Ms. Amy FreesManaging Director
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Ownership Breakdown
- Institutions
- 96.52%
- Insiders
- 0.23%
- Retail / Other
- 3.25%
Top Institutional Holders
- Brown Advisory Holdings Inc2.44M2.16%
- JPMorgan Chase & Co1.86M1.65%
- Durable Capital Partners LP1.67M1.48%
- Royce & Associates, LP1.41M1.25%
- J. Goldman & Co LP1.20M1.06%
- Franklin Templeton Inc1.13M1.00%
- BAMCO Inc900.15K0.80%
Top Fund Holders
- Baron Small Cap Retail900.00K4.85%
- Franklin Small Cap Growth Adv615.85K3.32%
- Vanguard MStar Total Stk Mkt Idx Invest584.40K3.15%
- JPMorgan Value Advantage L563.20K3.04%
- Royce Small-Cap Total Return Invmt555.43K3.00%
- Brown Advisory US SmlrComs Dollar B Acc305.27K1.65%
- Brown Advisory Small-Cap Growth Inv276.79K1.49%
- Royce Small-Cap Trust272.03K1.47%
- Principal SmallCap Growth I Instl235.94K1.27%
- Heptagon Driehaus US Micro Cap Eq C$ Acc221.68K1.20%
- JPMorgan Small Cap Equity A221.22K1.19%
- Royce Small-Cap Fund Invmt219.78K1.19%
- Driehaus Small Cap Growth Institutional192.96K1.04%