Andersen Group Inc.
About Andersen Group Inc.
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. It has strategically expanded its business to build an integrated platform of service offerings that enables the company to solve its clients' complex tax and financial challenges. The company's end-to-end services offerings include: Private Client Services, Business Tax Services, Alternative Investment Funds, and Valuation Services. The firm generates the key revenue from Private Client Services, which provide comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving, and trust and estate planning.
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Financial summary
- Revenue FY2025
- $838.7M
- Net income
- -$2.3M
- Total assets
- $565.1M
- Market cap
- $4.3B
- Operating margin
- -16.1%
- Net margin
- -15.5%
Source: SEC EDGAR · updated Jun 7, 2026
Financial statements
Income statement
- Revenue
- $838.7M
- Operating expenses
- $974.0M
- Operating income
- -$135.3M
- Income tax
- $3.0M
- Net income
- -$130.2M
Balance sheet
- Total assets
- $565.1M
- Current assets
- $412.0M
- Total liabilities
- $593.5M
- Current liabilities
- $195.8M
- Shareholders’ equity
- -$134.7M
Cash flow
- Operating cash flow
- $184.6M
- Investing cash flow
- $10.6M
- Financing cash flow
- -$32.9M
- Net cash flow
- $162.3M
Statements via Polygon.io (SEC filings)
15-minute delayed · data by Polygon.io
Past year
52-week range
- Market cap
- $4.3B
- Shares outstanding
- 120.1M
- Open
- —
- Day range
- –
- Prev close
- —
- Volume
- —
- IPO date
- Dec 17, 2025
Market data by Polygon.io · prices are 15-minute delayed
At a glance
- Reported a net loss of $2.3M in FY2025.
- Trading 10% below its 52-week high.
Automatically generated from public filings and market data. Informational only — not investment advice or a recommendation to buy or sell any security.
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