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Andersen Group Inc
333 Bush St Ste 1700
Phone: (415) 764-2700p:415 764-2700 SAN FRANCISCO, CA  94104  United States Ticker: ANDGANDG
Business Summary
Andersen Group Inc. is a provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the United States. The Company’s primary end-to-end services offerings include private client services, business tax services, alternative investment funds, and valuation services. Its private client services include comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving and trust and estate plan. Its business tax services offer a range of integrated tax-related consulting and compliance services for businesses, helping organizations with managing their tax planning, compliance and reporting needs effectively. Its alternative investment funds deliver comprehensive tax and financial services for a range of investment funds including family offices, funds of funds, hedge funds, and private equity funds.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-------

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202512/31/2024YesYes---

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chief Executive Officer and Chairman of the Board of Director Mark L.Vorsatz 71 4/1/2025 4/1/2025
Chief Financial Officer NealLivingston 62 4/1/2025 4/1/2025
East Regional Managing Director PeterCoscia 59 1/1/2024 1/1/2024
7 additional Officers and Directors records available in full report.

Business Names
Business Name
Andersen Tax Holdings LLC
Andersen Tax LLC
ANDG
AT Umbrella LLC
DOMESTIC COMPANIES

General Information
Number of Employees: 2,187 (As of 12/31/2024)
Outstanding Shares: 109,302,500 (As of 9/30/2025)
Stock Exchange: NYSE
Federal Tax Id: 334630773
Fax Number: (302) 636-5454


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Tuesday, January 27, 2026