RIA Intel›Advisers›California›ANDRADE FINANCIAL SERVICES, INC.

ANDRADE FINANCIAL SERVICES, INC.

Advisory

TURLOCK, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA

#3,334

of 5,480 advisers by AUM

Average account

$172K

across 328 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$56M

Discretionary AUM$31M

Non-Discretionary AUM$25M

Discretionary %55.4%

Total Clients139

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

139 clients

124 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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