Andorra Investment Management, Inc.

RIAState Registered

Total AUM

$22M

Discretionary

$22M

100% of AUM

Avg account

$733K

Accounts

Employees

Advisory reps

Firm details

Headquarters: College Grove, Tennessee
CRD number: 150527
Website: www.ai-mgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals81.82%
HNWI18.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Andorra Investment Management, Inc. is an independent, privately owned registered adviser organized as a corporation that serves individual and family clients. The firm acts as a capital allocator and offers advisory services across portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, selection of other advisers, and publishes periodicals or newsletters. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Andorra is state-registered in California and Tennessee and is owned by an individual principal.