Antonio Andrade, CFP

Overview

Antonio Andrade, CFP is a state registered investment adviser based in Ukiah, CA, registered since 1990. It reports $15.3M in assets under management across 16 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$15.3M

Accounts

16

Average account

$954K

Employees

1

Advisory reps

1

Registered since

1990

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Antonio Steven Andrade Owner CRD 2005535

Advisory reps 1 of 1

• Antonio Steven Andrade Investment Adviser Rep CRD 2005535

Location

Headquarters

401 W Mill St Ste 1
Ukiah, CA 95482

County

Mendocino

Metro area

Ukiah, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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