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Malcolm Northrup Briggs

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania
SIE, Series 1, Series 6, Series 22, Series 39, Series 63Clean recordANDESA FINANCIAL MANAGEMENT, INC.
4905 HAMILTON BOULEVARD, ALLENTOWN, PA 18106CRD# 30503Firm CRD# 131702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Malcolm Northrup Briggs · ALLENTOWN, PA
Registration
CRD #30503 · ANDESA FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6
Series 22
Series 39
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ANDESA FINANCIAL MANAGEMENT, INC.
CRD 131702 · SEC 801-67683
AUM
$361M
Regulatory assets under management
Employees
5
849 client accounts
Services offered by ANDESA FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ANDESA FINANCIAL MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Malcolm Northrup Briggs offer?
Malcolm Northrup Briggs specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Malcolm Northrup Briggs's credentials?
Malcolm Northrup Briggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Malcolm Northrup Briggs located?
Malcolm Northrup Briggs is based in ALLENTOWN, Pennsylvania, working with ANDESA FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Malcolm Northrup Briggs charge for services?
Malcolm Northrup Briggs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDESA FINANCIAL MANAGEMENT, INC.?
ANDESA FINANCIAL MANAGEMENT, INC. has approximately 5 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kelly Justine Sheptock
ALLENTOWN, PA
Michael David Baittinger
ALLENTOWN, PA
Paul Curtis Barbehenn
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