Andina Family Offices

Andina Family Offices (CRD# 151762) is a financial advisory firm headquartered in Lehi, UT. They manage $98,300,000 in 265 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $370,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Andina Family Offices
Showing 1 - 8 of 8 top financial advisors.
1
Casey M. Monsen
CRD#: 5594984
617 N. Vernal Avenue, Suite 4, Vernal, UT 84078
96
Wealthminder
score

Casey Monsen (CRD# 5594984) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 7 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.

2
Eric S. Barlow
CRD#: 2243431
San Diego, CA
93
Wealthminder
score

Eric Barlow (CRD# 2243431) is an Investment Advisor Representative working at Andina Family Offices in San Diego, CA and has over 24 years of experience in the finance industry.

3
Amy J. Daniels
CRD#: 2008820
617 N. Vernal Avenue, Suite 4, Vernal, UT 84078
93
Wealthminder
score

Amy Daniels (CRD# 2008820) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 26 years of experience in the finance industry.

4
Jay T. Edgington
CRD#: 5195132
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
93
Wealthminder
score

Jay Edgington (CRD# 5195132) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 9 years of experience in the finance industry.

5
Brennon S. Bowen
CRD#: 6120072
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
90
Wealthminder
score

Brennon Bowen (CRD# 6120072) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 3 years of experience in the finance industry.

6
Nathan M. Adamson
CRD#: 6248617
12625 High Bluff Drive, Suite 210, San Diego, CA 92130
88
Wealthminder
score

Nathan Adamson (CRD# 6248617) is an Investment Advisor Representative working at Andina Family Offices in San Diego, CA and has 1 year of experience in the finance industry.

7
Stanley L. Mead
CRD#: 721477
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
86
Wealthminder
score

Stanley Mead (CRD# 721477) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 35 years of experience in the finance industry. Stanley Mead 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.

8
James B. Belliston
CRD#: 2402952
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
61
Wealthminder
score

James Belliston (CRD# 2402952) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 23 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.

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