Andbanc Advisory LLC

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Assets, Funds, Holdings

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Andbanc Advisory LLC
CRD #150463
SEC #801-79716
CIK #
AUM $855.1 MM (2024-03-27)
Employees 10 (90% Investors, 80% Brokers)
Phone305-702-0601
Address201 S Biscayne Blvd
Miami, FL 33131
Source [IAPD]
Total AUM ($MM)
90072054036018002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 88 171.0
(b) Individuals (high net worth individuals) 353 684.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 441 855.1
By Discretionary
Discretionary 231 422.4
Non-Discretionary 210 432.6
Total 441 855.1
By Non-United States Persons
Non-United States Persons 812.3
United States Persons 42.8
Total 441 855.1
Comparable Firms State AUM ($BB)
Financial Partners Group Inc
KS 0.9
Capital Wealth Management LLC
RI 0.9
Morris & Wells Wealth Management
VA 0.9
LJI Wealth Management LLC
IN 0.9
Brightside Advisory Partners LLC
MD 0.9
Arthur M Cohen & Associates LLC
IL 0.9
180 Wealth Advisors LLC
WA 0.9
Olympus Wealth Management LLC
UT 0.9
Oppenheimer Investment Management LLC
NY 0.9
Summit Asset Management LLC
TN 0.9
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