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).
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Total Assets Under Management808MILLION
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Total Number of Accounts3,589ACCOUNTS
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Average Account Value$225,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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 7 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 29 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 31 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 30 years of experience in the finance industry.
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.
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.
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.
Casey Monsen (CRD# 5594984) is an Investment Advisor Representative working at Andina Family Offices in Vernal, UT and has over 15 years of experience in the finance industry.
Quinn Longhurst (CRD# 7895297) is an Investment Advisor Representative working at Andina Family Offices in Logan, UT and has 1 year of experience in the finance industry.
Austin Scott (CRD# 7379839) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 2 years of experience in the finance industry.