Andina Family Offices

Andina Family Offices (CRD# 151762) is a financial advisory firm headquartered in Lehi, UT. They manage $136,888,100 in 457 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT 84043
http://www.andina-capital.com
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $299,536
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 Monsen, financial advisor Vernal UT
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 9 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 Barlow, financial advisor San Diego CA
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 26 years of experience in the finance industry.

3
Amy Daniels, financial advisor Vernal UT
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 28 years of experience in the finance industry.

4
Jay Edgington, financial advisor Lehi UT
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 11 years of experience in the finance industry.

5
Nathan Adamson, financial advisor San Diego CA
Nathan M. Adamson
CRD#: 6248617
12625 High Bluff Drive, Suite 210, San Diego, CA 92130
90
Wealthminder
score

Nathan Adamson (CRD# 6248617) is an Investment Advisor Representative working at Andina Family Offices in San Diego, CA and has over 3 years of experience in the finance industry.

6
Stanley Mead, financial advisor Lehi UT
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 37 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.

7
Chester Holliday, financial advisor San Diego CA
Chester W. Holliday
CRD#: 6585707
12625 High Bluff Drive, Suite 210, San Diego, CA 92130
68
Wealthminder
score

Chester Holliday (CRD# 6585707) is an Investment Advisor Representative working at Andina Family Offices in San Diego, CA and has over 2 years of experience in the finance industry.

8
James Belliston, financial advisor Lehi UT
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 24 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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