Casey
Monsen
Andina Family Offices
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About this Advisor
Casey Monsen is a financial advisor based in Vernal, Utah, working with Andina Family Offices. Casey has previously held a position at Andina Capital Management, LLC. Casey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Casey is part of Andina Family Offices, which operates out of Vernal, 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
Casey Monsen Work History
Andina Capital Management, LLC
Disclosures
Please visit the SEC profile of Casey Monsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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