Andina Family Offices
Andina Family Offices (CRD# 151762) is a financial advisory firm headquartered in Lehi, UT. They manage $461,182,633 in 908 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management461MILLION
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Total Number of Accounts908ACCOUNTS
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Average Account Value$507,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)

CA, TX, UT
Anthony Allen (CRD# 6718486) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 5 years of experience in the finance industry.
Paul Anderson (CRD# 2497815) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 27 years of experience in the finance industry.
Eric Barlow (CRD# 2243431) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 29 years of experience in the finance industry.
James Belliston (CRD# 2402952) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 28 years of experience in the finance industry. James Belliston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 7 years of experience in the finance industry.
Amy Daniels (CRD# 2008820) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 32 years of experience in the finance industry.
Jay Edgington (CRD# 5195132) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 14 years of experience in the finance industry.
Dan Jessop (CRD# 6010160) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 10 years of experience in the finance industry.
Casey Monsen (CRD# 5594984) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 13 years of experience in the finance industry. Casey Monsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Luke Dance (CRD# 7143281) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has 1 year of experience in the finance industry.