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Andvari Associates, LLC (Atlanta)


Andvari Associates, LLC is an adviser based in Atlanta. It manages $5 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.

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Andvari Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Andvari Associates: assets under management

The assets under management (AUM) of Andvari Associates, LLC is $5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $625 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Andvari Associates, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Andvari Associates, LLC performs its advisory services is located at 828 Ralph Mcgill Blvd Ne, #102, Atlanta, GA 30306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 478-718-0900. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.andvariassociates.com.


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