ANDESA FINANCIAL MANAGEMENT, INC.
CRD #131702 SEC #801-67683 ALLENTOWN, PA (610) 841-5367
SEC Registered
Total AUM
$360.9M
Discretionary
$332.5M
Employees
5
Clients
251
Accounts
849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $360.9M | $332.5M | $28.4M | 5 | 10 |
| Apr 2023 | $360.9M | $332.5M | $28.4M | 5 | 10 |
| Mar 2023 | $360.9M | $332.5M | $28.4M | 5 | 10 |
| Mar 2022 | $399.7M | $370.1M | $29.6M | 5 | 10 |
| Nov 2021 | $337.1M | $306.8M | $30.3M | 5 | 10 |
| Oct 2021 | $337.1M | $306.8M | $30.3M | 5 | 10 |
| Feb 2021 | $337.1M | $306.8M | $30.3M | 5 | 10 |
| Jun 2020 | $308.1M | $271.1M | $37M | 4 | 10 |
| Jun 2020 | $308.1M | $271.1M | $37M | 4 | 10 |
| Feb 2020 | $308.1M | $271.1M | $37M | 4 | 10 |
| Feb 2019 | $255.1M | $214.6M | $40.5M | 4 | 0 |
| Nov 2018 | $263.6M | $222.7M | $40.9M | 4 | 0 |
| Sep 2018 | $263.6M | $222.7M | $40.9M | 4 | 0 |
| Feb 2018 | $263.6M | $222.7M | $40.9M | 4 | 0 |
| Feb 2018 | $263.6M | $222.7M | $40.9M | 4 | 0 |
| Apr 2017 | $233.1M | $192.2M | $40.9M | 4 | 196 |
| Feb 2017 | $233.1M | $192.2M | $40.9M | 4 | 196 |
| Jun 2016 | $200.5M | $161.8M | $38.6M | 5 | 191 |
| Feb 2016 | $200.5M | $161.8M | $38.6M | 5 | 191 |
| Nov 2015 | $199.5M | $151.5M | $47.9M | 5 | 178 |
| Oct 2015 | $199.5M | $151.5M | $47.9M | 5 | 178 |
| Oct 2015 | $199.5M | $151.5M | $47.9M | 5 | 178 |
| Mar 2015 | $199.5M | $151.5M | $47.9M | 5 | 178 |
| Nov 2014 | $189.3M | $189.3M | $0 | 5 | 170 |
| Oct 2014 | $189.3M | $189.3M | $0 | 5 | 170 |
| Mar 2014 | $189.3M | $189.3M | $0 | 5 | 170 |
| Nov 2013 | $153.1M | $153.1M | $0 | 5 | 155 |
| Sep 2013 | $153.1M | $153.1M | $0 | 5 | 155 |
| Feb 2013 | $153.1M | $153.1M | $0 | 5 | 155 |
| Mar 2012 | $132.1M | $132.1M | $0 | 6 | 140 |
| Jun 2011 | $113M | $113M | $0 | 10 | -- |
| Mar 2011 | $113M | $113M | $0 | 10 | -- |
| Feb 2011 | $38M | $38M | $0 | 10 | -- |
| Jan 2011 | $38M | $38M | $0 | 10 | -- |
| Jan 2010 | $25M | $25M | $0 | 5 | -- |
| Mar 2009 | $25M | $25M | $0 | 5 | -- |
| Apr 2007 | $33.1M | $33.1M | $0 | 10 | -- |
| Apr 2007 | $33.1M | $33.1M | $0 | 10 | -- |
| Mar 2007 | $33.1M | $33.1M | $0 | 10 | -- |
| Mar 2007 | $33.1M | $33.1M | $0 | 10 | -- |
DateApr 2023
Total AUM$360.9M
Discretionary$332.5M
Non-Disc.$28.4M
Employees5
Clients10
DateApr 2023
Total AUM$360.9M
Discretionary$332.5M
Non-Disc.$28.4M
Employees5
Clients10
DateMar 2023
Total AUM$360.9M
Discretionary$332.5M
Non-Disc.$28.4M
Employees5
Clients10
DateMar 2022
Total AUM$399.7M
Discretionary$370.1M
Non-Disc.$29.6M
Employees5
Clients10
DateNov 2021
Total AUM$337.1M
Discretionary$306.8M
Non-Disc.$30.3M
Employees5
Clients10
DateOct 2021
Total AUM$337.1M
Discretionary$306.8M
Non-Disc.$30.3M
Employees5
Clients10
DateFeb 2021
Total AUM$337.1M
Discretionary$306.8M
Non-Disc.$30.3M
Employees5
Clients10
DateJun 2020
Total AUM$308.1M
Discretionary$271.1M
Non-Disc.$37M
Employees4
Clients10
DateJun 2020
Total AUM$308.1M
Discretionary$271.1M
Non-Disc.$37M
Employees4
Clients10
DateFeb 2020
Total AUM$308.1M
Discretionary$271.1M
Non-Disc.$37M
Employees4
Clients10
DateFeb 2019
Total AUM$255.1M
Discretionary$214.6M
Non-Disc.$40.5M
Employees4
Clients0
DateNov 2018
Total AUM$263.6M
Discretionary$222.7M
Non-Disc.$40.9M
Employees4
Clients0
DateSep 2018
Total AUM$263.6M
Discretionary$222.7M
Non-Disc.$40.9M
Employees4
Clients0
DateFeb 2018
Total AUM$263.6M
Discretionary$222.7M
Non-Disc.$40.9M
Employees4
Clients0
DateFeb 2018
Total AUM$263.6M
Discretionary$222.7M
Non-Disc.$40.9M
Employees4
Clients0
DateApr 2017
Total AUM$233.1M
Discretionary$192.2M
Non-Disc.$40.9M
Employees4
Clients196
DateFeb 2017
Total AUM$233.1M
Discretionary$192.2M
Non-Disc.$40.9M
Employees4
Clients196
DateJun 2016
Total AUM$200.5M
Discretionary$161.8M
Non-Disc.$38.6M
Employees5
Clients191
DateFeb 2016
Total AUM$200.5M
Discretionary$161.8M
Non-Disc.$38.6M
Employees5
Clients191
DateNov 2015
Total AUM$199.5M
Discretionary$151.5M
Non-Disc.$47.9M
Employees5
Clients178
DateOct 2015
Total AUM$199.5M
Discretionary$151.5M
Non-Disc.$47.9M
Employees5
Clients178
DateOct 2015
Total AUM$199.5M
Discretionary$151.5M
Non-Disc.$47.9M
Employees5
Clients178
DateMar 2015
Total AUM$199.5M
Discretionary$151.5M
Non-Disc.$47.9M
Employees5
Clients178
DateNov 2014
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients170
DateOct 2014
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients170
DateMar 2014
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients170
DateNov 2013
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees5
Clients155
DateSep 2013
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees5
Clients155
DateFeb 2013
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees5
Clients155
DateMar 2012
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees6
Clients140
DateJun 2011
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees10
Clients--