Company profile
Website
Employees
Location
SEC CIK
IRS number
43790818
SEC advisor number
801-67683
FINRA CRD number
131702
AUM ?
$360.93 mm
(as of 25 Apr 23)
Accounts
849
(as of 25 Apr 23)
Employees
5
(3 investment advisory or research)
Address
Andesa Financial Management
4905 HAMILTON BLVD
ALLENTOWN
PA 18106
4905 HAMILTON BLVD
ALLENTOWN
PA 18106
Phone
610-841-5367
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21