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ANDBANC ADVISORY LLC

MIAMI, FL · CRD 150463 · IAPD ↗ · 305-702-0601

$806.5MRegulatory AUM
10Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2024 — ANDBANC ADVISORY LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.