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
By the Numbers
-
Total Assets Under Management808MILLION
-
Total Number of Accounts3,589ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, UT
Financial Advisors at Andina Family Offices
11
Tyler M. Thompson
CRD#:
7423184
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451,
Lehi,
UT
84043
Tyler Thompson (CRD# 7423184) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 2 years of experience in the finance industry.
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