Bott Anderson Partners, Inc. (Ponte Vedra)

Name: Bott Anderson Partners, Inc.
Address: 212 Ponte Vedra Park Drive, Ponte Vedra, FL, 32082
Telephone: 9042808995

Bott Anderson Partners, Inc. is a large advisory firm based in Ponte Vedra. It manages $1.74 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Bott Anderson Partners provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bott Anderson Partners: assets under management

The assets under management (AUM) of Bott Anderson Partners, Inc. is $1.74 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bott Anderson Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bott Anderson Partners serves?

The firm provides services to charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Bott Anderson Partners is pension and profit sharing plans with 7 clients and $837 million of assets under management. Among the 10 most similar advisory firms, Bott Anderson Partners has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $1.74 billion for 36 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bott Anderson Partners doesn't advise any private funds.

Careers at Bott Anderson Partners, Inc.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Francis Bott	Managing partner	1 Mar 2003	50% - 75%	26688
John Karl Anderson	Managing partner	1 Mar 2003	25% - 50%	828441
David Arthur Zilkowski	Managing director	1 Oct 2007	Other	1480780
Timothy J Anderson	Managing director & chief compliance officer	1 Jul 2008	Other	5639207

Based in Ponte Vedra

The principal office where Bott Anderson Partners, Inc. performs its advisory services is located at 212 Ponte Vedra Park Drive, Ponte Vedra, FL 32082, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 9042808995 or by fax 904-280-8996. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bottanderson.com.