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ANDINA FAMILY OFFICES

Thanksgiving Business Park
2600 Executive Parkway, Suite 451
Lehi, Utah 84043
Tel: 801-653-0564

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About ANDINA FAMILY OFFICES

ANDINA FAMILY OFFICES, formally registered with the SEC as ANDINA FAMILY OFFICES. The firm was established in 12/05/2014. They have over 3 offices throughout the country.

ANDINA FAMILY OFFICES is a Lehi, Utah based Financial Planning firm with nearly $808,470,832 assets under management, offering retirement planning & investment advisory services to 3589 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151762
SEC#801-80633
Assets Managed by Firm$808,470,832
No. of Clients3589
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3589$808,470,832
Individuals (other than high net worth individuals)291$95,875,002
High net worth individuals114$240,972,610
Pension and profit sharing plans6$32,976,696
Corporations or other businesses43$50,905,500

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