Invested Better
Unclaimed

Unclaimed

Unclaimed

Austin Michael Scott

Andina Family Offices

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Austin? Claim Your Profile

About Austin Michael Scott

Austin Michael Scott is a registered investment advisor representative with Andina Family Offices. Austin is registered with the state of Utah and has been in the industry since 2017. Austin has a Series 65 license and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles. Austin is also a registered independent field underwriter for several insurance companies and is a producer of life insurance for those companies.

Firm Information

Austin Scott is currently registered with Andina Family Offices. 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Austin Scott’s Registration & Firm History

UT

10/19/2021 - Present

Andina Family Offices (LEHI UT)

Not sure if Austin Michael Scott is right for you?

Licenses & Designations

IA

Issued 10/18/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Michael Scott.
Not sure if Austin Michael Scott is right for you?