← Tributary

ANDERSON GROWTH PARTNERS, LLC

BIRMINGHAM, AL · CRD 138600 · IAPD ↗ · agpadvisors.com · 205-909-0950

$1.01BRegulatory AUM
5Advisory reps
14Employees
0Clients
101-250Planning clients
37Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — ANDERSON GROWTH PARTNERS, LLC crossed $1B in regulatory AUM ($919.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2025 — ANDERSON GROWTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2024 — ANDERSON GROWTH PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.