Andina Advisors

RIASEC Registered

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. 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.