This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About John Mcandrew Financial Advisors LLC
John McAndrew Financial Advisors is a boutique RIA in Heber City, UT providing integrated financial planning and ongoing portfolio management for clients pursuing retirement and long-term goals. The firm favors broadly diversified portfolios, avoids return-chasing and fads, and emphasizes low costs, tax awareness, and risk management. Custodies with Charles Schwab and uses planning tools such as MoneyGuide.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DANIEL MCANDREW III
Chief Compliance Officer, Managing Member
- CRD
- #5621876
- Ownership
- 75% or more
DINA YOLANDA PICCOLI
Consultant, PARTNER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,366,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,366,178 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing