Overview
Assets Under Management: $1.0 billion
Headquarters: LEHI, UT
High-Net-Worth Clients: 165
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,341
Discretionary Accounts: 2,298
Non-Discretionary Accounts: 1,043
Regulatory Filings
CRD Number: 151762
Filing ID: 2011252
Last Filing Date: 2025-08-28 15:47:00
Website: https://andinafamilyoffices.com