AF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
141 clients
Average Client Portfolio
$330K average
Assets Under Management
$46.5M
Fee Structure
This document does not contain any fee information. It is a supplement to the firm brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
157 Waterdam Road, Suite 270, Mcmurray, PA, 15317
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a licensed real estate broker, but dedicates minimal time to real estate activities. He also works as a coach/mentor for SMB Training, LLC, spending about 10-20% of his time there, and is the co-founder of Big Sky Products, LLC, but is not involved in its daily operations.
Employment History
Current Registrations
Ilg Private Wealth, INC.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Falde Capital Management, LLC
July 2017 - December 2020 · 3 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.