EB
EB

Eric Stephan Barlow

13 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is involved in several private funds as a managing member or owner through various LLCs, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. These activities involve operational management and oversight of private limited partnerships and investment funds.

Employment History
Current Registrations
Andina Family Offices
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Andina Family Offices
February 2012 - December 2018 · 6 yrs 10 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.