Anthony Allen, financial advisor Providence UT

Anthony Allen

CRD Number: 6718486
Current Firm: Andina Family Offices

Anthony Allen (CRD# 6718486) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Andina Capital Management, LLC Providence, AZ Apr 2022 - Current 1
Jack's Tire & Oil Management Company, Inc. Logan, UT Aug 2015 - Current 8
Allen-hall Mortuary, Inc. Logan, UT Apr 2014 - Current 9
Adams Wealth Management, LLC Adams Wealth Management, Llc, UT Aug 2017 - May 2020 2
Allen Law Office Logan, UT Apr 2014 - Aug 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Anthony J. Allen
Phone Number: 801-653-0564
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    3,589
    ACCOUNTS
  • Average Account Value
    $225,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, UT

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