Andina Family Offices

Andina Family Offices (CRD# 151762) is a financial advisory firm headquartered in Lehi, UT. They manage $808,470,832 in 3,589 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
http://www.andinafamilyoffices.com
By the Numbers
  • Total Assets Under Management
    808
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Andina Family Offices
Showing 1 - 10 of 19 top financial advisors.
1
Nathan Adamson, financial advisor San Diego CA
Nathan M. Adamson
CRD#: 6248617
12625 High Bluff Drive, Suite 210, San Diego, CA 92130

Nathan Adamson (CRD# 6248617) is an Investment Advisor Representative working at Andina Family Offices in San Diego, CA and has over 9 years of experience in the finance industry.

2
Anthony Allen, financial advisor Providence UT
Anthony J. Allen
CRD#: 6718486
530 W 465 Mn Ste 707, Providence, UT 84332

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.

3
Paul Anderson, financial advisor Lehi UT
Paul B. Anderson
CRD#: 2497815
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Paul Anderson (CRD# 2497815) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 29 years of experience in the finance industry.

4
Eric Barlow, financial advisor Lehi UT
Eric S. Barlow
CRD#: 2243431
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Eric Barlow (CRD# 2243431) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 31 years of experience in the finance industry.

5
James Belliston, financial advisor Lehi UT
James B. Belliston
CRD#: 2402952
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

James Belliston (CRD# 2402952) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 30 years of experience in the finance industry.

6
Ryan Bohm, financial advisor Providence UT
Ryan M. Bohm
CRD#: 5594607
530 W 465 N Suite 707, Providence, UT 84332

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 15 years of experience in the finance industry.

7
Tanner Dance, financial advisor Lehi UT
Tanner Dance
CRD#: 6229188
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 9 years of experience in the finance industry.

8
Amy Daniels, financial advisor Vernal UT
Amy J. Daniels
CRD#: 2008820
617 N. Vernal Avenue, Suite 4, Vernal, UT 84078

Amy Daniels (CRD# 2008820) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 34 years of experience in the finance industry.

9
Jay Edgington, financial advisor Lehi UT
Jay T. Edgington
CRD#: 5195132
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Jay Edgington (CRD# 5195132) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 16 years of experience in the finance industry.

10
Dan Jessop, financial advisor Lehi UT
Dan E. Jessop
CRD#: 6010160
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Dan Jessop (CRD# 6010160) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 12 years of experience in the finance industry.

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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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