Andesa Financial Management, Inc.
Allentown, Pennsylvania
Andesa Financial Management, Inc., based out of Allentown, PA, is a small investment advisory firm that caters to high net worth individuals. With a total of five employees, three of whom provide investment advisory services, Andesa manages assets totaling approximately $86,590,000 per investment advisor, an average figure compared to industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges. Boasting over 190 individual clients, Andesa handles assets under management worth over $360,932,000. While a small portion of these ass...
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Assets Under Mgmt

$360.93M

Investment Professionals

3

Locations

0

% 401K & Individual

12%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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