Andesa Investment Solutions, Inc. is a large advisory firm based in Center Valley. It manages $25 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut, New Jersey, New York, and Pennsylvania.
Andesa Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Andesa Investment Solutions, Inc. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Andesa Investment Solutions, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rodman Dehart Young has been acting as President since 1 Jun 2004. Malcolm Northrup Briggs joined the executive team most recently as the Shareholder.
The principal office where Andesa Investment Solutions, Inc. performs its advisory services is located at 3701 Corporate Parkway, Center Valley, PA 18034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610 821-8650 or by fax 610 821-1107. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.andesasolutions.com.