ANDINA FAMILY OFFICES

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

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 Status	Approved
Firm CRD#	151762
SEC#	801-80633
Assets Managed by Firm	$808,470,832
No. of Clients	3589
No. of Advisors	17

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 Clients	AUM
Firm Total	3589	$808,470,832
Individuals (other than high net worth individuals)	291	$95,875,002
High net worth individuals	114	$240,972,610
Pension and profit sharing plans	6	$32,976,696
Corporations or other businesses	43	$50,905,500

More Retirement Planning firms in Lehi, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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