ANDBANC ADVISORY LLC

RIASEC RegisteredEst. 2014

Total AUM

$806M

Discretionary

$538M

67% of AUM

Avg account

$1.7M

Accounts

472

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 150463
Registered since: May 19, 2014
Website: www.andbank.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI78%
Individuals22%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Andbanc Advisory LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2014. The firm positions itself as a capital allocator serving primarily individual and family clients, offering discretionary and non-discretionary portfolio management across retail and pooled structures. Its advisory services include separate account management for individuals and small businesses, oversight of pooled investment vehicles and institutional/business accounts, and selection of third‑party managers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. Andbanc is not identified as an active ESG investor and reports affiliations with broker-dealer and banking/thrift institutions.