Andina Advisors

RIASEC Registered
Total AUM
$1.3B
Discretionary
$629M
50% of AUM
Avg account
$296K
Accounts
4,262
Employees
13
Advisory reps
11

Firm details

Headquarters
Logan, Utah
CRD number
151762
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

FINTRX

Overview

Andina Advisors is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm is owned by a combination of a domestic entity and individuals and charges clients using multiple fee schedules — percentage of AUM, hourly fees, and fixed fees. Andina does not present itself as an active ESG investor and is not listed as a multi-state or pension consulting adviser. The firm’s profile indicates a hybrid advisory model: it maintains discretionary and non-discretionary relationships while allocating material capital to external managers and private funds alongside public market vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

2 of 2
  • Courtney Valdez

    Chief Compliance OfficerCRD 8211624

  • Tanner Dance

    Tanner Dance

    CIO & PartnerCRD 6229188

Contacts

3 of 9
  • Quinn Longhurst

    Quinn Longhurst

    Associate PlannerCRD 7895297

  • Eric Barlow

    Eric Barlow

    Founder & PartnerCRD 2243431

  • Ginger Harris

    Ginger Harris

    Wealth AdvisorCRD 8186776

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 54

Active vs passive

$56.8M in ETFs

Passive

61%

$34.6M

Active

36%

$22.2M

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST LADDERED BUFFER ETF (BUFR)ActiveOptions Trading$6.3M172,76711.11%

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