Andesa Investment Solutions, Inc. (Center Valley)

Name: Andesa Investment Solutions, Inc.
Address: 3701 Corporate Parkway, Center Valley, PA, 18034
Telephone: 610 821-8650

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.

Andesa Investment Solutions: assets under management

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 firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.16 thousand each.

Fees & Commissions

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.

Careers at Andesa Investment Solutions, Inc.

Rodman Dehart Young has been acting as President since 1 Jun 2004. Malcolm Northrup Briggs joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rodman Dehart Young	President	1 Jun 2004	25% - 50%	4463184
Michael Gregory Cobb	Chief executive officer	1 Jun 2004	25% - 50%	4820099
Kathleen M Snyder	Director of finance and administration	1 Jun 2004	Other	4484116
Paul Curtis Barbehenn	Director-portfolio management & chief compliance officer	1 Aug 2006	Other	4246485
Michael David Baittinger	Principal	1 Nov 2006	Other	2832152
Malcolm Northrup Briggs	Shareholder	1 Jan 2009	Other	30503

Based in Center Valley

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.