Andina Family Offices, based in Lehi, UT, is a distinguished local investment advisory firm with a strong presence in the industry. With over 230 individual clients, Andina manages an impressive $642,124,000 in assets under management, showcasing their expertise and commitment to their clients' financial well-being. The firm operates from three strategically located offices, ensuring convenient accessibility for their clientele.
While Andina Family Offices primarily focuses on managing discretionary assets, which account for 44% of their portfolio, they also possess the capability to effectively manage employer funds. They offer ...
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Assets Under Mgmt
$642.12M
Investment Professionals
13
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.