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Andrews Capital Management INC

Andrews Capital Management INC. CRD 108013

Andrews Capital Management INC logo

CRD: 108013

Andrews Capital Management INC

$71.4M Total AUM
$71.4M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Bank OF America ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-18-2002
Office Locations
1

Office Locations

1224 10th Street, Suite 203 Coronado CA

About Andrews Capital Management INC

Andrews Capital Management, Inc. is an independent, fee-only RIA providing investment management and financial planning to high-net-worth individuals, trusts, pension plans, and nonprofit institutions. Portfolios are commonly implemented with ETFs and public funds and custody through Charles Schwab. Serving clients since 1995.

Team overview

-- AVG AGE
$71.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
24.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age

Insights

Available
Available
Available
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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

M

MARK WARREN ANDREWS

Chief Compliance Officer, President, Senior Vice President

CRD
#2546683
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2011
04-04-2012
Category Assets AVG. Account size
Discretionary $71,413,864 $488,479
Non-Discretionary $0 --
Total $71,413,864 $488,479

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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