Andina Advisors

RIASEC RegisteredEst. 2014
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
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 a privately held limited liability company that operates as an independent registered investment adviser. SEC registration dates to 2014. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of external advisers. Its fees include percentage-of-AUM billing along with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

2 of 2
  • Tanner Dance

    Tanner Dance

    CIO & PartnerCRD 6229188

  • Courtney Valdez

    Chief Compliance OfficerCRD 8211624

Contacts

3 of 9
  • Anthony Allen

    Anthony Allen

    Investment Adviser RepresentativeCRD 6718486

  • Ryan Bohm

    Ryan Bohm

    Managing Partner, DirectorCRD 5594607

  • Casey Monsen

    Casey Monsen

    PartnerCRD 5594984

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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%
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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