A
CRD: 277134
Andrae Financial Services LLC
Darlington, WI
6087768431
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2015
- Office Locations
- 1
Office Locations
-- Darlington WI
About Andrae Financial Services LLC
Andrae Financial Services LLC is a Darlington-based RIA. The firm has been operating for 10 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$269.7K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Prime vital North optima Value oak Bridge
Client Personas
Zenith prime
Investment Themes
Wave value
Investment Vehicles
Vector
Services
Fusion wave Atlas Meridian Pathway
Owner & Executives
R
RODNEY LEE ANDRAE
Managing Member, Registered Investment Advisor
- CRD
- #1954734
- Ownership
- 75% or more
(452) 268-2658
alpha.wave@quantumcapital.com
in linkedin.com/in/ridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,012,299 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,012,299 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,012,299
Equity - Exchange:
31.0% Public Funds:
36.2% Cash:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,401,192,290 | 31.0% |
| Public Funds | $1,636,230,997 | 36.2% |
| Cash | $1,482,551,843 | 32.8% |
| Total | $4,519,975,130 | 100.0% |