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Building 2ANDINA FAMILY OFFICES

Map pinLOGAN, UT
Phone(435) 250 3700
NotebookSEC #801-80633
Total AUM
$1.3B
Employees
31
Clients
711

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 N 200 E
SUITE 112
LOGAN
UT 84341
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(435) 250 3700
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
4,262
Discretionary
$628.8M
Accounts
3,011
Non-Discretionary
$632.7M
Accounts
1,251

ContactClients

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Individual Clients
409
AUM
$139.4M
HNW Individual Clients
223
AUM
$831.8M
Pension/Profit Sharing Plan Clients
10
AUM
$57.2M
Insurance Company Clients
1
AUM
$24.4M
Corporation or Business Clients
68
AUM
$208.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMTNVORTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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