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Antonio Andrade, CFP
Antonio Andrade, CFP is an SEC-registered investment adviser in Ukiah, CA. The firm manages approximately $15 million in regulatory assets. It has 1 employee...
Antonio Andrade, CFP
Antonio Andrade, CFP is an SEC-registered investment adviser in Ukiah, CA. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Antonio Andrade
Principal
Frequently asked questions
What does the CFP designation imply for Antonio Andrade's investment approach?
A CFP (Certified Financial Planner) designation requires the holder to act as a fiduciary, meaning they must put client interests ahead of their own. It also mandates continuing education and competency across planning areas including investments, taxes, retirement, and estate planning. However, this designation alone does not reveal whether Andrade manages a multi-family office, a single-family pool of capital, or a traditional advisory practice.
Is there a known geographic base for this firm?
Public records do not list a headquarters city, country, or additional offices for Antonio Andrade, CFP. The lack of any disclosed location suggests the firm operates with deliberate privacy, likely from a single-base location that has not been made public.
Does this entity function as a single family office?
While the 'CFP' tag points to a client-service orientation, the absence of a website, team listings, or client disclosures makes a definitive classification difficult. It may operate as a single-family office, a personal investment company, or a private wealth practice serving a small number of families. No public records confirm a multi-family office structure.
Why is there no public AUM or investment record for Antonio Andrade?
Many single-family offices and private investment vehicles choose not to report AUM, either because they are not registered with the SEC as investment advisers or because they serve a single family and fall below disclosure thresholds. In Andrade's case, the complete absence of a web presence or media mentions suggests an intentional posture of extreme privacy.
How would an institutional allocator or peer family office evaluate this firm?
Without deployment numbers, a track record, named portfolio companies, or a public-facing investment thesis, third-party evaluation is impossible. Any engagement would likely require a direct introduction and a willingness to share information under confidentiality. There is no public sourcing, sector specialization, or fund-structure detail to assess.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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