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Tanner Dance

Andina Family Offices

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About Tanner Dance

Tanner Dance is a Registered Investment Advisor representative with Andina Family Offices, a firm headquartered in Lehi, Utah. Tanner has been in the industry since 2014 and is registered in Utah. Tanner has earned the designation of Chartered Financial Analyst. Tanner has experience with a variety of client types including individuals, high-net-worth individuals, corporations and pooled investment vehicles. Tanner has a background in financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. Tanner is also a member of the Church of Jesus Christ of Latter-day Saints and has served in various positions including Bishop. Tanner is also a member of the CFA Institute and is a former board member of the Utah CFA Society. Tanner is a graduate of Utah State University with a degree in Finance.

Firm Information

Tanner Dance 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.

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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.

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Tanner Dance’s Registration & Firm History

UT

04/11/2022 - Present

Andina Family Offices (LEHI UT)

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Licenses & Designations

IA

Issued 08/28/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tanner Dance.
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