Austin
Scott

Andina Family Offices

CRD#7379839
Investment Advisor
in Lehi, UT

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About this Advisor

Austin Scott is a financial advisor based in Lehi, Utah, working with Andina Family Offices. Austin has previously held positions at Andina Capital Management, LLC, Andina Family Offices, Canopy Tax, Weave Hq, Lenscrafters, and Na. Austin has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Austin 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Thanksgiving Business Park 2600 Executive Parkway, Suite 451
Lehi, UT 84043

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Andina Family Offices Brokerage Details

Total Assets Under Management

$808,470,832

UT Average: $693,624,108
Total Number of Employees

17

UT Average: 12
Total Number of Accounts

3,589

UT Average: 1,115
Average Account Size

$225,264

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Austin Scott Work History

2021 - Present (3 years)

Andina Capital Management, LLC

2021 - Present (3 years)

Andina Family Offices

2020 - 2021 (1 year)

Canopy Tax

2019 - 2020 (1 year)

Weave Hq

2017 - 2019 (2 years)

Canopy Tax

2014 - 2017 (3 years)

Lenscrafters

2011 - 2014 (3 years)

Na

Disclosures

Please visit the SEC profile of Austin Scott 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

Casey Monsen
Vernal, UT
Dan Jessop
Lehi, UT
Quinn Longhurst
Logan, UT
Anthony Allen
Providence, UT
Ryan Bohm
Providence, UT
Tanner Dance
Lehi, UT
Eric Barlow
Lehi, UT
Austin Scott
Lehi, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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