A
Andrey, Douglas
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,640,562
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$820,281
About
The firm is a solo registered investment adviser that works with individual clients to provide discretionary portfolio management and related investment advice. It constructs customized portfolios generally using stocks, exchange-traded funds and bonds and engages clients to identify investment objectives, risk tolerance and financial circumstances.
The adviser relies primarily on fundamental analysis and a generally long-term strategy while retaining flexibility for shorter-term trading when needed for rebalancing or client goals; accounts are reviewed on a weekly basis with additional reviews after large market moves. The firm typically operates with discretionary authority and may retain legacy positions or accept client-imposed investment restrictions.
The firm does not use percentage-of-AUM fees, a practice that is uncommon among independent advisers, and it maintains a relatively small client base with higher stated account entry expectations. Other distinguishing features include a code of ethics modeled on the CFA standards, an explicit policy of not taking custody of client assets, no acceptance of soft-dollar benefits, and the principal’s lengthy background in market analysis and technology-industry operations combined with decades of personal investing experience.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Account minimum: $750,000 Minimum fee: $500 per month for accounts under $1.25 million; $750 per month for accounts over $1.25 million Fee-only: Flat monthly account fee as described above; no commissions or performance-based fees
Main office location
Andrey, Douglas
5531 Castle Manor Dr
San Jose CA 95129, United States
Number of offices
1
Most active in
Andrey, Douglas has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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