Andina Advisors
Firm details
- Headquarters
- Logan, Utah
- CRD number
- 151762
- 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%
Firm profile
FINTRXOverview
Andina Advisors is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm offers multiple fee arrangements — percentage of AUM, hourly, and fixed fees — and reports serving clients through discretionary and non-discretionary relationships. Andina does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm’s organizational ownership is a mix of a domestic entity and an individual, and its public filings characterize the firm as an allocator to third-party managers rather than a pure single-strategy shop. That positioning points to a model where Andina sources and seats external private fund managers alongside liquid asset management for client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds48%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds9%
- Exchange Traded Equities6%
- Other5%
Owners & executives
2 of 2Courtney Valdez
Chief Compliance OfficerCRD 8211624

Tanner Dance
CIO & PartnerCRD 6229188
Contacts
3 of 9
Quinn Longhurst
Associate PlannerCRD 7895297
Eric Barlow
Founder & PartnerCRD 2243431

Ginger Harris
Wealth AdvisorCRD 8186776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$56.8M in ETFs
61%
$34.6M
36%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $6.3M | 172,767 | 11.11% |
Location
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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