Andy Albert Rad

Ancorato

10 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Ancorato

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

2,367 clients

Average Client Portfolio

$102K average

Assets Under Management

$240.3M

Fee Structure

Financial Planning:Investment management only

Location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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History

Regulatory History (1)

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Customer Dispute

August 2025

Pending

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Other Business ActivitiesSells Insurance

Andy is a limited partner in Rad Family Management, LLC and Al & Clarice Rad Family Partnership, LLP, assisting with bookkeeping for the latter. He also owns LPM Insurance & Agency, LLC and is a licensed independent insurance agent, spending about 10-20% of his time on these activities.

Employment History

Current Registrations

Ancorato

January 2024 - Present · 2 yrs 1 mo

Legacy Wealth Management, LLC

March 2015 - Present · 10 yrs 11 mos

Previous Registrations

Legacy Investment Solutions, LLC

December 2022 - December 2023 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.