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Casey Mark Monsen

ANDINA CAPITAL MANAGEMENT, LLC·LEHI, Utah
Unclaimed Profile
THANKSGIVING BUSINESS PARK, LEHI, UT 84043CRD# 5594984Firm CRD# 151762
01

About

Casey Mark Monsen is a registered financial advisor based in LEHI, Utah, affiliated with ANDINA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ANDINA CAPITAL MANAGEMENT, LLC
ANDINA FAMILY OFFICES
AUM
$808M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ANDINA CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5594984
Firm CRD# 151762
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Mark Monsen offer?
Casey Mark Monsen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEHI, Utah for a consultation.
What are Casey Mark Monsen's credentials?
Casey Mark Monsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Mark Monsen located?
Casey Mark Monsen is based in LEHI, Utah, working with ANDINA CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Casey Mark Monsen charge for services?
Casey Mark Monsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDINA CAPITAL MANAGEMENT, LLC?
ANDINA CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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