ANDESA FINANCIAL MANAGEMENT, INC.

ALLENTOWN, Pennsylvania·5 registered advisors·CRD# 131702
SEC# 801-676830(610) 841-5367
01

Firm Overview

AUM
$361M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ANDESA FINANCIAL MANAGEMENT, INC.

5 registered advisors
David Matthew Leber
ALLENTOWN, Pennsylvania
Kelly Justine Sheptock
ALLENTOWN, Pennsylvania
Malcolm Northrup Briggs
ALLENTOWN, Pennsylvania
Michael David Baittinger
ALLENTOWN, Pennsylvania
Paul Curtis Barbehenn
ALLENTOWN, Pennsylvania
05

Office Locations

ALLENTOWN, Pennsylvania
5 advisors

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Data sourced from SEC Form ADV filings. ANDESA FINANCIAL MANAGEMENT, INC. (CRD# 131702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.