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B.F. Anderson & Co.

2237 South Acadian Thruway Suite 605
Baton Rouge, Louisiana 70808
United States
 
Contact :      MatthewSpencer
Phone :       225 926-8050
Fax :             225 926-8061
Email :         matthew.spencer@bfanderson.com
Web :           http://www.bfanderson.com

B.F. Anderson & Co. Information

Type of organization :
Total Assets Managed ($Mil) : $39
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1995
Wrap Programs Offered? : Yes
# of Accounts Managed : 92
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

B.F. Anderson & Co. History

B.F. Anderson & Company is a locally owned investment advisory company, focusing on equity portfolio management. The firm presently manages clients that include individuals, corporations, trusts, foundations, IRA's, private retirement and profit sharing plans. The owner, B.F. "Andy" Anderson, started in the financial services industry in 1975. With his over 30 years of experience, Andy has developed an investment discipline, which is highly successful. Andy began his growth stock investment strategy in 1984.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

B.F. Anderson & Co. Personnel

Mr.  Matthew Spencer

Securities Trader
Tel : (225) 926-8050
Email: matthew.spencer@bfanderson.com
Mr. Spencer joined the firm in 2008. He is an integral member of the B.F. Anderson team and conducts ongoing procedural enhancements and testing of the firm's compliance program. Mr. Spencer also heads the firm's trading desk and is responsible for order execution. Mr. Spencer received a B. S. in Finance from Louisiana State University.

Mr.  Andy Anderson

President/CEO
Tel : (225) 926-8050
Email: bfandya@yahoo.com
Mr. Anderson, President of B. F. Anderson, formed the firm in 1995 and is the Senior Portfolio Manager of the Anderson Growth Equity. With more than 30 years’ experience in the securities industry, Mr. Anderson has developed a distinguished reputation for his approach to identifying high-quality growth stocks, which has become a mainstay of the firm’s investing philosophy. Mr. Anderson has received wide publicity for his investment acumen and has been featured in numerous business publications. He is regularly featured in the media in which he speaks on the current market environment. A lifelong resident of Baton Rouge, Mr. Anderson received a B. S. in Finance from Louisiana State University.

Mrs.  Judy Morar

Client Contact
Tel : 225.926.8050
Email: judy.morar@bfanderson.com
Ms. Morar has been with B.F. Anderson since its inception and has 23 years of experience in the securities industry. She is responsible for new account processing, account registration and account servicing. Ms. Morar is also responsible for managing client requests. Prior to B.F. Anderson, Ms. Morar was an accounting specialist with Dorsey and Company and B.F. Anderson Investment Securities Inc. a registered Broker Dealer.

B.F. Anderson & Co. Product Name

B. F. Anderson Growth Equity:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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