$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier harborEmber
- Established Date
- 09-08-2009
- Office Locations
- 1
Office Locations
6730 Cross Keys RD College Grove TN
About Andorra Investment Management, Inc.
Andorra Investment Management is an independent, fee-focused advisory firm providing investment management and financial planning for individuals managing retirement and taxable assets, including pension plans, IRAs, and deferred compensation accounts. Portfolios primarily use ETFs and fixed income. Client-first approach avoids commission-based product sales; custodial support includes Charles Schwab.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$733.3K AVG AUM / CLIENT
16.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Summit Peak
Client Personas
Bridge glacier
Custodian
Glacier Optima Foundation value Vital Momentum unison Oak
Investment Themes
Frontier Ridge
Investment Vehicles
Pioneer catalyst Horizon pathway
Services
Radial Frontier Focus Matrix Eagle Bridge Beacon Prime signal
Technology
Foundation crest Vital prime
Owner & Executives
K
KURT ALEXANDER STABEL MR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2648656
- Ownership
- 75% or more
(760) 679-2325
prime.element@crestcapital.com
in linkedin.com/in/peak-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
Equity - Exchange:
14.7% Cash:
20.1% Corporate - Non-Investment Grade:
13.5% Corporate - Investment Grade:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,200,248,415 | 14.7% |
| Cash | $1,641,155,996 | 20.1% |
| Corporate - Non-Investment Grade | $1,102,268,952 | 13.5% |
| Corporate - Investment Grade | $4,221,281,840 | 51.7% |
| Total | $8,164,955,203 | 100.0% |