Be advised. This firm is no longer registered.

Andesa Financial Management, Inc.

Andesa Financial Management, Inc. (CRD# 131702) is a financial advisory firm headquartered in Allentown, PA. They manage $360,932,361 in 849 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
4905 Hamilton Boulevard, Allentown, PA 18106
http://www.andesafm.com
By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    849
    ACCOUNTS
  • Average Account Value
    $425,126
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Andesa Financial Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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