ANDANTE FINANCIAL

ANDANTE FINANCIAL of BURLINGTON, MA is an SEC-registered investment adviser (CRD 318656). Regulatory assets under management: $18.8M.

Registration

• CRD: 318656
• Type: Registered investment adviser
• Location: 1500 DISTRICT AVENUE, BURLINGTON, MA, 01803
• Phone: 617-816-4422
• Latest filing: 2026-03-25
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318656 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search