Andina Advisors

RIASEC Registered
Total AUM
$1.3B
Discretionary
$629M
50% of AUM
Avg account
$296K
Accounts
4,262
Employees
13
Advisory reps
10

Firm details

Headquarters
Logan, Utah
CRD number
151762
Registered since
December 5, 2014
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. The firm is SEC-registered (initial registration in 2014) and identifies itself as a capital allocator that serves both individual/family and institutional clients. Ownership is a mix of a domestic entity and an individual. Core advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. The firm charges clients via a mix of AUM fees, hourly fees, and fixed fees. Andina does not list itself as an active ESG investor and is not identified as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 48%, Public Funds/Mutual Funds 25%, Investment Grade Corp Bonds 9%, Exchange Traded Equities 6%, Other 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%48%
  • Private Funds48%
  • Public Funds/Mutual Funds25%
  • Investment Grade Corp Bonds9%
  • Exchange Traded Equities6%
  • Other5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$63.3M in ETFs

Passive

63%

$39.8M

Active

27%

$23.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$10.2M101,29016.12%

Location

Primary office

Logan, UT

Cache

Location

Logan, UT

Headquartered in Logan, UT, in the West of the United States.

Region
West
County
Cache
Address
1300 N 200 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth