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ANDBANC ADVISORY LLC
CRD 150463 · SEC 801-79716
201 S. BISCAYNE BLVD., SUITE 1100, MIAMI, FL, 33131, United States
Phone
305-702-0601
Fax
305-704-8277
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$806.5M
Discretionary AUM
$537.5M
Team
13 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $177.4M |
| High net worth individuals | 377 | $629.1M |
States served
FL
Official SEC filing: View on IAPD