Alex
Graham
Andina Family Offices
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About this Advisor
Alex Graham is a financial advisor based in Lehi, Utah, working with Andina Family Offices. Alex has previously held positions at Searcy Financial, Aldrich Wealth, Allos Investment Advisors, Firstpurpose Wealth, Sundance Mountain Resort, Uvu Money Management Resource Center, Holland America Princess - Alaska, Student, Andina Advisors, and Andina Capital Management, LLC. Alex is registered to provide services in Utah. Currently, Alex is part of Andina Family Offices, which operates out of Lehi, Utah. The firm has 2 offices and 17 employees. The firm manages assets totaling $808.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Andina Family Offices includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$808,470,832
17
3,589
$225,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Alex Graham Work History
Andina Advisors
Andina Capital Management, LLC
Allos Investment Advisors
Searcy Financial
Aldrich Wealth
Firstpurpose Wealth
Uvu Money Management Resource Center
Sundance Mountain Resort
Holland America Princess - Alaska
Student
Disclosures
Please visit the SEC profile of Alex Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Andina Family Offices
Lehi, UT
Logan, UT
Providence, UT
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Lehi, UT
Lehi, UT
Lehi, UT
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