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Andante Financial
Andante Financial is a financial advisory and investment management firm focused on after-tax performance and personalized client service. It constructs...
Overview
Andante Financial is a financial advisory and investment management firm focused on after-tax performance and personalized client service. It constructs personalized investment portfolios for each client and uses tools such as tax-loss harvesting and direct indexing. The firm donates 10% of its fees to charities that clients care about.
General information
Firm type
RIA
Principals
Alex Rezzo
CFP, CFA, CPA — Founder
Frequently asked questions
How much capital does Andante Financial manage?
Andante Financial does not publicly disclose its assets under management. No AUM band estimate can be derived from available information. The firm's capital base is not reported in any industry database or media outlet.
Where is Andante Financial headquartered?
The firm's headquarters location has not been publicly stated. It does not list an address on any verifiable channel. Its country or region of operation cannot be confirmed.
What sectors does Andante Financial focus on?
No sector preferences have been publicly associated with Andante Financial. The firm has not disclosed any investment themes or areas of interest. Its portfolio composition, if any, is not available.
Does Andante Financial make direct investments or commit to funds?
The firm's investment vehicle preference is unknown. There are no public records of direct investments, fund commitments, or co-investments involving Andante Financial. Its participation in the broader investment ecosystem is not documented.
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