Managing Partner, CIO · Andina Advisors
Tanner T. Dance
CRD 6229188 · Named on Form ADV at one SEC-registered adviser
At a glance
Andina Advisors, an SEC-registered wealth manager based in Logan, UT with $1.3 billion in regulatory assets, lists Tanner T. Dance on its Form ADV as Managing Partner, CIO, a control person.
Firms and roles
- Andina AdvisorsManaging Partner, CIOWealth manager · Logan, UT · $1.3B in regulatory assets
AtlasMembers
Tanner’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Courtney J ValdezChief Compliance Officer, Andina Advisors
- Ryan M. BohmManaging Partner, CEO, Andina Advisors
- Eric S. BarlowFounder, Andina Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tanner’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.