ANDBANC ADVISORY LLC

201 S. Biscayne Blvd.
Suite 1100
Miami, Florida 33131
Tel: 305-702-0601

About ANDBANC ADVISORY LLC

ANDBANC ADVISORY LLC, formally registered with the SEC as ANDBANC ADVISORY LLC. The firm was established in 05/19/2014. They have over 1 offices throughout the country.

ANDBANC ADVISORY LLC is a Miami, Florida based Financial Planning firm with nearly $855,064,993 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150463
SEC#	801-79716
Assets Managed by Firm	$855,064,993
No. of Clients	441
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	441	$855,064,993
Individuals (other than high net worth individuals)	88	$171,012,999
High net worth individuals	353	$684,051,994

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