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| Happy Holidays!! thanks for using AUM13F!! |
| Andbanc Advisory LLC
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| CRD # | 150463 |
| SEC # | 801-79716 |
| CIK # | |
| AUM | $871.8 M (2025-07-24) |
| Employees | 12 (83% Investors, 75% Brokers) |
| Phone | 305-702-0601 |
| Address | 201 S Biscayne Blvd Miami, FL 33131 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 174.4 |
| (b) Individuals (high net worth individuals) | 408 | 697.4 |
| (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 | 509 | 871.8 |
| By Discretionary | ||
| Discretionary | 271 | 466.3 |
| Non-Discretionary | 238 | 405.5 |
| Total | 509 | 871.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 828.2 | |
| United States Persons | 43.6 | |
| Total | 509 | 871.8 |
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|---|---|---|
|
Bass and Bell Inc
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|
AR | 0.9 |
|
Baker Ellis Asset Management LLC
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Estabrook Capital Management LLC
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Hexagon Capital Partners LLC
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ISTO Advisors LLC
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The NorthStar Group Inc
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|
49 Wealth Management LLC
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TX | 0.9 |
|
Corvus Wealth Advisors LLC
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|
Sprinkle Financial Consultants LLC
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CO | 0.9 |
|
Lighthouse Financial Advisors Inc
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NJ | 0.9 |