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ANDANTE FINANCIAL
ANDANTE FINANCIAL, LLC
CRD 318656
1500 DISTRICT AVENUE, BURLINGTON, MA, 01803, United States
Phone
617-816-4422
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.8M
Discretionary AUM
$18.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.4M |
All web addresses on file
Official SEC filing: View on IAPD