ANDINA ADVISORS

RIASEC RegisteredEst. 2014

Total AUM

$1.3B

Discretionary

$629M

50% of AUM

Avg account

$296K

Accounts

4,262

Employees

Advisory reps

Firm details

Headquarters: LOGAN, Utah
CRD number: 151762
Registered since: December 5, 2014
Website: www.andinaadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.94%
Corporations / Businesses16.54%
Individuals11.05%
Pension & Profit Sharing Plans4.53%
Insurance Companies1.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Andina Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator — selecting external managers and structuring pooled vehicles in addition to running direct portfolio mandates. Core advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection and oversight of third‑party advisers. Fee arrangements reported include percentage-of-AUM billing plus hourly and fixed-fee engagements. Andina does not identify as an active ESG investor.