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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2009
- Office Locations
- 2
Office Locations
About Andbanc Advisory LLC
ANDBANC Advisory LLC (Miami) lists andbank.com as its website; Andbank describes itself as an independent, family-owned private bank with a presence in 11 countries, a high Tier 1 solvency ratio, and a BBB rating from Fitch in Andorra. The advisory practice focuses on wealth management and portfolio construction using mutual funds, fixed income and ETFs, with Pershing as a custodian.
Reported data analysis
What the numbers show
Between July 24, 2025 and May 18, 2026, reported AUM decreased 7.5%, from $871.8M to $806.5M.
Across 5 reported observations, AUM increased 9.8% between October 17, 2022 and May 18, 2026, from $734.6M to $806.5M.
Of the latest reported AUM, 66.7% is discretionary and 33.3% is non-discretionary.
The firm reports 10 advisory representatives and 472 clients, or 47.2 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Andbanc Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEJANDRO J CACERES
RISK MANAGER
- CRD
- #5574375
- Ownership
- Less than 5%
CARLOS EDUARDO GRIBEL
Chief Executive Officer
- CRD
- #4093473
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANA CAROLINA ARNAU
--
- CRD
- #5544912
Rodrigo Molina Borba
--
- CRD
- #7374134
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $537,527,749 | $2,013,213 |
| Non-Discretionary | $268,948,372 | $1,311,943 |
| Total | $806,476,121 | $1,708,636 |
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Separately Managed Accounts
SMA allocation detail is available
Andbanc Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.