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ANTONIO ANDRADE, CFP
ANTONIO STEVEN ANDRADE
CRD 136312
401 WEST MILL STREET, SUITE 1, UKIAH, CA, 95482-5435, United States
Phone
707-462-4930
Fax
707-462-1121
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INCOME, ESTATE, TRUST TAXATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.3M |
| High net worth individuals | 9 | $11.9M |
Official SEC filing: View on IAPD