Overview
Assets Under Management: $361 million
Headquarters: ALLENTOWN, PA
High-Net-Worth Clients: 120
Average Client Assets: $2.6 million
Frequently Asked Questions
ANDESA FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131702), ANDESA FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ANDESA FINANCIAL MANAGEMENT, INC. is headquartered in ALLENTOWN, PA.
ANDESA FINANCIAL MANAGEMENT, INC. serves 120 high-net-worth clients according to their SEC filing dated April 25, 2023. View client details ↓
According to their SEC Form ADV, ANDESA FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ANDESA FINANCIAL MANAGEMENT, INC. manages $361 million in client assets according to their SEC filing dated April 25, 2023.
According to their SEC Form ADV, ANDESA FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.90%
Average Client Assets: $2.6 million
Total Client Accounts: 849
Discretionary Accounts: 725
Non-Discretionary Accounts: 124
Regulatory Filings
CRD Number: 131702
Filing ID: 1755805
Last Filing Date: 2023-04-25 09:55:00