ANDINA CAPITAL MANAGEMENT, LLC

ANDINA FAMILY OFFICES
LEHI, Utah·5 registered advisors·CRD# 151762
SEC# 801-806332801-653-0564
01

Firm Overview

AUM
$808M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ANDINA CAPITAL MANAGEMENT, LLC

5 registered advisors
Casey Mark Monsen
LEHI, Utah
Penny Paul
LEHI, Utah
Roger Zebulun Lowe
LEHI, Utah
Ryan Mathew Bohm
LEHI, Utah
Tanner Dance
LEHI, Utah
05

Office Locations

LEHI, Utah
5 advisors

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Data sourced from SEC Form ADV filings. ANDINA CAPITAL MANAGEMENT, LLC (CRD# 151762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.