Family Office

Andina Family Offices

Andina Family Offices is a premier wealth management firm dedicated to serving the unique needs of high-net-worth families. With an unwavering commitment to personalized service and holistic financial planning, Andina Family Offices offers a comprehensive range of services to help clients achieve their financial goals.

Assets Under Management
$76M
Headquarters
US
Asset classes & sectors
HealthcareReal EstateRetailTechnology

Decision-makers

Ted Workman
Director, Portfolio Structuring
Eric Barlow
CEO, Investment Advisory Services
Penny Paul
CHIEF COMPLIANCE OFFICER
Eric Stephan Barlow
OWNER
Penny Paul
Director, Investment Analytics
Ryan Mathew Bohm
OWNER
Roger Zebulun Lowe
OWNER
Casey Mark Monsen
TRUSTEE
James Brett Belliston
OWNER
Tanner Dance
OWNER
Penny, Paul
Director, Investment Analytics
Ted, Workman
Director, Portfolio Structuring
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