Investment adviser · CRD 131702

ANDESA FINANCIAL MANAGEMENT, INC.

Investment adviser filing (IA)

ALLENTOWN, PA, United States · Form ADV filed Apr 25, 2023

Regulatory AUM
$361M
Form ADV · Item 5.F
Client accounts
849
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals120$313,632,65186.9%
Individuals188$44,721,34812.4%
CharitiesFewer than 5$1,496,8500.4%
Corporations & businessesFewer than 5$1,081,5120.3%
Filing source

Form ADV 1755805 · Apr 25, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 25, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

4905 HAMILTON BOULEVARD
ALLENTOWN, PA, 18106, United States

CRD 131702

Filing source

Form ADV 1755805 · Apr 25, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.