ANDORRA INVESTMENT MANAGEMENT, INC.

RIASEC 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 a small corporate investment adviser that serves individual and family clients. The firm functions as a capital allocator and charges clients either a percentage of assets under management or fixed fees. Its reported advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting work, selection of other advisers, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.