Andersen

Overview

Andersen is an SEC registered investment adviser based in McLean, VA, registered since 2003. It reports $6.3B in assets under management across 579 accounts, with 2,061 employees. It has 22 investment adviser representatives.

Reported AUM

$6.3B

Discretionary

100%

Accounts

579

Average account

$11M

Employees

2,061

Advisory reps

22

Registered since

2003

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 17

• Mark Lawrence Vorsatz Chief Executive Officer, Managing Director, Chairman of Board CRD 4610346
• Adam Scott Levy Managing Director CRD 3069030
• Adam Steinberger Managing Director, Board Member CRD 7896566

14 more executive officers, with direct contact details

Advisory reps 3 of 22

• Christina Marie Bokor Investment Adviser Rep CRD 6266853
• Jeffrey M Bratz Insurance Agent · Investment Adviser Rep CRD 4738833
• Christine Frances Brill Investment Adviser Rep CRD 5771600

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1861 International Dr Ste 501
McLean, VA 22102

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: andersen.com

Every state, with registration dates

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