ANDBANC ADVISORY LLC
CRD #150463 SEC #801-79716 MIAMI, FL 305-702-0601
SEC Registered
Total AUM
$871.8M
Discretionary
$466.3M
Employees
12
Clients
--
Accounts
509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $871.8M | $466.3M | $405.5M | 12 | 0 |
| May 2025 | $871.8M | $466.3M | $405.5M | 12 | 0 |
| Mar 2025 | $871.8M | $466.3M | $405.5M | 12 | 0 |
| Apr 2024 | $855.1M | $422.4M | $432.6M | 10 | 0 |
| Mar 2024 | $855.1M | $422.4M | $432.6M | 10 | 0 |
| Sep 2023 | $733.8M | $352.5M | $381.3M | 6 | 0 |
| May 2023 | $733.8M | $352.5M | $381.3M | 6 | 0 |
| Mar 2023 | $733.8M | $352.5M | $381.3M | 6 | 0 |
| Jan 2023 | $734.6M | $351.1M | $383.5M | 6 | 0 |
| Oct 2022 | $734.6M | $351.1M | $383.5M | 6 | 0 |
| Aug 2022 | $734.6M | $351.1M | $383.5M | 6 | 0 |
| Jun 2022 | $734.6M | $351.1M | $383.5M | 6 | 0 |
| Apr 2022 | $734.6M | $351.1M | $383.5M | 6 | 0 |
| Mar 2022 | $666.9M | $286.4M | $380.5M | 6 | 0 |
| Jul 2021 | $666.9M | $286.4M | $380.5M | 6 | 0 |
| Mar 2021 | $666.9M | $286.4M | $380.5M | 6 | 0 |
| Jun 2020 | $572.8M | $185.6M | $387.1M | 6 | 0 |
| May 2020 | $572.8M | $185.6M | $387.1M | 6 | 0 |
| Apr 2019 | $425.7M | $199.6M | $226.1M | 9 | 0 |
| Apr 2019 | $425.7M | $199.6M | $226.1M | 9 | 0 |
| Mar 2019 | $425.7M | $199.6M | $226.1M | 9 | 0 |
| May 2018 | $694.8M | $197.6M | $497.3M | 12 | 0 |
| Mar 2018 | $694.8M | $197.6M | $497.3M | 12 | 0 |
| Mar 2017 | $444.4M | $148.5M | $295.9M | 12 | 232 |
| Jan 2016 | $324.6M | $112.4M | $212.2M | 14 | 197 |
| Jun 2015 | $265.8M | $112.8M | $153M | 11 | 116 |
| Apr 2015 | $265.8M | $112.8M | $153M | 11 | 116 |
| Mar 2015 | $265.8M | $112.8M | $153M | 11 | 116 |
| Sep 2014 | $252.8M | $117.8M | $135M | 4 | 26 |
| May 2014 | $252.8M | $117.8M | $135M | 4 | 26 |
DateJul 2025
Total AUM$871.8M
Discretionary$466.3M
Non-Disc.$405.5M
Employees12
Clients0
DateMay 2025
Total AUM$871.8M
Discretionary$466.3M
Non-Disc.$405.5M
Employees12
Clients0
DateMar 2025
Total AUM$871.8M
Discretionary$466.3M
Non-Disc.$405.5M
Employees12
Clients0
DateApr 2024
Total AUM$855.1M
Discretionary$422.4M
Non-Disc.$432.6M
Employees10
Clients0
DateMar 2024
Total AUM$855.1M
Discretionary$422.4M
Non-Disc.$432.6M
Employees10
Clients0
DateSep 2023
Total AUM$733.8M
Discretionary$352.5M
Non-Disc.$381.3M
Employees6
Clients0
DateMay 2023
Total AUM$733.8M
Discretionary$352.5M
Non-Disc.$381.3M
Employees6
Clients0
DateMar 2023
Total AUM$733.8M
Discretionary$352.5M
Non-Disc.$381.3M
Employees6
Clients0
DateJan 2023
Total AUM$734.6M
Discretionary$351.1M
Non-Disc.$383.5M
Employees6
Clients0
DateOct 2022
Total AUM$734.6M
Discretionary$351.1M
Non-Disc.$383.5M
Employees6
Clients0
DateAug 2022
Total AUM$734.6M
Discretionary$351.1M
Non-Disc.$383.5M
Employees6
Clients0
DateJun 2022
Total AUM$734.6M
Discretionary$351.1M
Non-Disc.$383.5M
Employees6
Clients0
DateApr 2022
Total AUM$734.6M
Discretionary$351.1M
Non-Disc.$383.5M
Employees6
Clients0
DateMar 2022
Total AUM$666.9M
Discretionary$286.4M
Non-Disc.$380.5M
Employees6
Clients0
DateJul 2021
Total AUM$666.9M
Discretionary$286.4M
Non-Disc.$380.5M
Employees6
Clients0
DateMar 2021
Total AUM$666.9M
Discretionary$286.4M
Non-Disc.$380.5M
Employees6
Clients0
DateJun 2020
Total AUM$572.8M
Discretionary$185.6M
Non-Disc.$387.1M
Employees6
Clients0
DateMay 2020
Total AUM$572.8M
Discretionary$185.6M
Non-Disc.$387.1M
Employees6
Clients0
DateApr 2019
Total AUM$425.7M
Discretionary$199.6M
Non-Disc.$226.1M
Employees9
Clients0
DateApr 2019
Total AUM$425.7M
Discretionary$199.6M
Non-Disc.$226.1M
Employees9
Clients0
DateMar 2019
Total AUM$425.7M
Discretionary$199.6M
Non-Disc.$226.1M
Employees9
Clients0
DateMay 2018
Total AUM$694.8M
Discretionary$197.6M
Non-Disc.$497.3M
Employees12
Clients0
DateMar 2018
Total AUM$694.8M
Discretionary$197.6M
Non-Disc.$497.3M
Employees12
Clients0
DateMar 2017
Total AUM$444.4M
Discretionary$148.5M
Non-Disc.$295.9M
Employees12
Clients232
DateJan 2016
Total AUM$324.6M
Discretionary$112.4M
Non-Disc.$212.2M
Employees14
Clients197
DateJun 2015
Total AUM$265.8M
Discretionary$112.8M
Non-Disc.$153M
Employees11
Clients116
DateApr 2015
Total AUM$265.8M
Discretionary$112.8M
Non-Disc.$153M
Employees11
Clients116
DateMar 2015
Total AUM$265.8M
Discretionary$112.8M
Non-Disc.$153M
Employees11
Clients116
DateSep 2014
Total AUM$252.8M
Discretionary$117.8M
Non-Disc.$135M
Employees4
Clients26
DateMay 2014
Total AUM$252.8M
Discretionary$117.8M
Non-Disc.$135M
Employees4
Clients26