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ANDINA ADVISORS
ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762 · SEC 801-80633
1300 N 200 E, SUITE 112, LOGAN, UT, 84341, United States
Phone
(435) 250 3700
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.26B
Discretionary AUM
$628.8M
Team
31 total employees; 13 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $139.4M |
| High net worth individuals | 223 | $831.8M |
| Pension/profit sharing plans | 10 | $57.2M |
| Insurance companies | 1 | $24.4M |
| Corporations/business entities | 68 | $208.7M |
States served
AZ, CA, CO, ID, MT, NV, OR, UT, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD