ANDANTE FINANCIAL

Overview

Andante Financial is an independent registered investment adviser focused on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting support and educational workshops. The firm tilts heavily to equities and manages client portfolios on a discretionary basis. Its advisory model blends separately managed accounts and pooled mutual fund allocations, while delivering fee arrangements based on a percentage of assets under management and fixed fees. Andante Financial does not position itself as a capital allocator or an ESG-focused manager and operates primarily within a single state.

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Public Holdings

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Location & Offices