A
$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeCrest +more
- Established Date
- 02-09-2022
- Office Locations
- 1
Office Locations
1500 District Avenue Burlington MA
About Andante Financial
Andante Financial is a Burlington, MA RIA providing personalized investment management and financial planning with a focus on after-tax outcomes. Portfolios are constructed client-by-client, often using ETF exposures alongside cash and U.S. government bonds, supported by tax planning and tax-loss harvesting tools. Serves retail and institutional relationships and custodies with Charles Schwab.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$893.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Optima Ember Focus
Custodian
Radial Fusion alpha Vector
Fund Managers
Summit vertex
Investment Themes
Timber Vertex
Investment Vehicles
Timber summit
Platform
Glacier zenith Vertex signal
Services
Optima crest Focus Zenith horizon Zenith legacy Summit north
Technology
Zenith Vital Crest Momentum
Owner & Executives
Alexander James Rezzo
Chief Compliance Officer, Founder, Owner
- CRD
- #7370928
- Ownership
- 75% or more
(928) 795-2148
vector.pioneer@harborcapital.com
in linkedin.com/in/pathway-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,763,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,763,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,763,012
Equity - Exchange:
29.2% Cash:
23.0% U.S. Government/Agency:
47.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,583,131,910 | 29.2% |
| Cash | $1,246,987,464 | 23.0% |
| U.S. Government/Agency | $2,591,565,250 | 47.8% |
| Total | $5,421,684,624 | 100.0% |