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Andina Family Offices

Headquartered in LEHI, UT

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Firm Information

Andina Family Offices is a registered investment advisor located in LEHI, UT. The firm has 6 licensed agents, 9 investment advisor representatives and 11 investment advisory functions. They manage approximately $808,470,832 in client assets and primarily serve high-net-worth individuals, pooled investment vehicles, and corporations/businesses. Their services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.

Andina Family Offices

THANKSGIVING BUSINESS PARK

LEHI, UT 84043

$808.47M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

ANDINA FAMILY OFFICES has a total of 5 branch locations across the country.
location

LEHI, UT

location

Providence, UT

location

PROVIDENCE, UT

location

VERNAL, UT

location

Logan, UT

Advisors at Andina Family Offices

View All 11 Advisors
Unclaimed
Alex Phillip Graham

CFP®, RA

LEHI, UT

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Unclaimed
Ryan Mathew Bohm

CFP®, RA

Providence, UT

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Dan Eugene Jessop

RA

LEHI, UT

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Unclaimed
Quinn Kay Longhurst

RA

Logan, UT

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Unclaimed
Eric Stephan Barlow

RA

LEHI, UT

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Unclaimed
Tyler Marc Thompson

RA

LEHI, UT

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Unclaimed
Casey Mark Monsen

CFP®, RA

VERNAL, UT

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Unclaimed
Paul Brent Anderson

RA

LEHI, UT

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Disclosures

There are no public disclosures for Andina Family Offices.

Frequently Asked Questions (7)

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