Douglas Andrey is a registered investment advisor at Andrey, Douglas, based in San Jose, CA, with 4 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Douglas George Andrey charges a monthly account fee:
- $500 for accounts under $1.25M
- $750 for accounts greater than $1.25M when the agreement is signed.
Location
5531 Castle Manor Dr, San Jose, CA, 95129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is the head of operations for OmniIndex.io, a data analytics tool company, where he manages back-end operations such as accounting and filing reports. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Andrey, Douglas
State Registrations1 state
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