# ANDESA FINANCIAL MANAGEMENT, INC.

ANDESA FINANCIAL MANAGEMENT, INC. of ALLENTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 131702
- Type: SEC-registered investment adviser
- SEC file number: 801-67683
- Location: 4905 HAMILTON BOULEVARD, ALLENTOWN, PA, 18106
- Phone: (610) 841-5367
- Latest filing: 2023-04-25
- Regulatory AUM: $360.9M
- Discretionary AUM: $332.5M
- Non-discretionary AUM: $28.4M
- Clients: 5
- Accounts: 849

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| SNYDER KATHLEEN M | DIRECTOR OF FINANCE AND ADMINISTRATION; DIRECTOR OF FINANCE AND ADMINISTRATION, SHAREHOLDER; PRINCIPAL, SHAREHOLDER | — |
| YOUNG RODMAN DEHART | PRESIDENT; PRESIDENT, SHAREHOLDER; PRINCIPAL, SHAREHOLDER (+1 more) | — |
| COBB MICHAEL GREGORY | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, SHAREHOLDER; MANAGING PRINCIPAL, SHAREHOLDER (+1 more) | — |
| BARBEHENN PAUL CURTIS | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; DIRECTOR-PORTFOLIO MANAGEMENT & CHIEF COMPLIANCE OFFICER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| BAITTINGER MICHAEL DAVID | PRESIDENT; PRINCIPAL | — |
| BRIGGS MALCOLM NORTHRUP | SHAREHOLDER | — |
| LEBER DAVID MATTHEW | CHIEF EXECUTIVE OFFICER; OF COUNSEL; SHAREHOLDER | — |
| SHEPTOCK KELLY JUSTINE | SENIOR ASSOCIATE AND SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131702/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131702/similar
- Related entities: https://search.stillhousedata.com/firm/131702/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131702

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.