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).

By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    908
    ACCOUNTS
  • Average Account Value
    $507,910
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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, TX, UT

Financial Advisors at Andina Family Offices
Showing 1 - 10 of 12 top financial advisors.
1
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 5 years of experience in the finance industry.

2
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 27 years of experience in the finance industry.

3
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 29 years of experience in the finance industry.

4
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 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.

5
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 7 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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 10 years of experience in the finance industry.

9
Casey M. Monsen
CRD#: 5594984
617 N. Vernal Avenue, Suite 4, Vernal, UT 84078

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.

10
Luke B. Dance
CRD#: 7143281
530 W 465 N, Suite 707, Providence, UT 84332

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.

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