Anthony
Allen
Andina Family Offices
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About this Advisor
Anthony Allen is a financial advisor working in Providence, Utah with a total of 1 year of industry experience. Allen is an employee of Andina Family Offices. Over the course of their career, Allen has held roles at Adams Wealth Management, LLC, Allen Law Office, Brayton Purcell Llp, Allen-Hall Mortuary, Inc, Jack'S Tire & Oil Management Company, Inc, Hillyard Anderson & Olsen and Andina Capital Management, LLC. Allen has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Utah. Andina Family Offices is a company operating out of Lehi, UT. The firm has offices in two locations and a total of 17 people on staff. It oversees $642 million in total assets between its 1,676 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,676 customer accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees largely are based on the type of services offered. However, fee types charged 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
Anthony Allen Work History
Anthony has been registered as a financial advisor for 1 years.*
Andina Capital Management, LLC
Jack'S Tire & Oil Management Company, Inc
Allen-Hall Mortuary, Inc
Adams Wealth Management, LLC
Allen Law Office
Brayton Purcell Llp
Hillyard Anderson & Olsen
*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 Anthony Allen 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
Lehi, UT
Providence, UT
Lehi, UT
Lehi, UT
Lehi, UT
Logan, 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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