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Paul Curtis Barbehenn

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania
Clean recordANDESA FINANCIAL MANAGEMENT, INC.
4905 HAMILTON BOULEVARD, ALLENTOWN, PA 18106CRD# 4246485Firm CRD# 131702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Curtis Barbehenn · ALLENTOWN, PA
Registration
CRD #4246485 · ANDESA FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Curtis Barbehenn is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with ANDESA FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ANDESA FINANCIAL MANAGEMENT, INC.
ANDESA FINANCIAL MANAGEMENT, INC.
AUM
$361M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4246485
Firm CRD# 131702
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Curtis Barbehenn offer?
Paul Curtis Barbehenn specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Paul Curtis Barbehenn's credentials?
Paul Curtis Barbehenn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Curtis Barbehenn located?
Paul Curtis Barbehenn 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 Paul Curtis Barbehenn charge for services?
Paul Curtis Barbehenn'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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