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| Happy Holidays!! thanks for using AUM13F!! |
| Andrews Advisory Associates LLC
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| CRD # | 118957 |
| SEC # | 801-66553 |
| CIK # | |
| AUM | $236.4 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 808-521-4015 |
| Address | 1003 Bishop Street Honolulu, HI 96813 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 41.1 |
| (b) Individuals (high net worth individuals) | 57 | 139.7 |
| (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 | 17 | 55.6 |
| (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 | 689 | 236.4 |
| By Discretionary | ||
| Discretionary | 664 | 187.8 |
| Non-Discretionary | 25 | 48.6 |
| Total | 689 | 236.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 236.1 | |
| Total | 689 | 236.4 |
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|---|---|---|
|
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IL | 0.2 |
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VA | 0.2 |
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0.2 | |
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MPI Wealth Management LLC
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Birks Financial Corp
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Invera Wealth Advisors LLC
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0.2 | |
|
Oxford Wealth Group LLC
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FL | 0.2 |
|
Benningfield Financial Advisors LLC
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|
CA | 0.2 |
|
Hendershott Wealth Management LLC
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|
IN | 0.2 |