Alex
Graham
Andina Family Offices
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About this Advisor
Alex Graham is a certified financial planner working in Lehi, Utah with a total of 1 year of industry experience. Graham is currently employed by Andina Family Offices. The advisor has gained experience 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. Graham is able to work in Utah. Andina Family Offices is a financial advisory firm that has its headquarters in Lehi, UT. The investment advisory business has offices in two locations and a total of 17 employees. It handles $642 million in assets between its 1,676 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,676 accounts, 22% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Andina Family Offices can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$642,123,815
17
1,676
$383,129
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
Alex has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Vernal, UT
Lehi, UT
Providence, UT
Lehi, UT
Lehi, UT
Logan, UT
Lehi, UT
Lehi, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
