LINDAHL & MANSAGER INC

RIASEC RegisteredEst. 2018
Total AUM
$214M
Discretionary
$214M
100% of AUM
Avg account
$277K
Accounts
771
Employees
3
Advisory reps
3

Firm details

Headquarters
FAIRLAWN, Ohio
CRD number
107111
Registered since
October 22, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI65.94%
  • Individuals34.06%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lindahl & Mansager Inc. operates as an independent registered investment adviser, SEC-registered in 2018 and owned by an individual. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and the firm also lists accounting as a business activity, indicating an integrated tax/accounting-advice capability alongside investment services. Lindahl & Mansager does not identify as an ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 13%, Exchange Traded Equities 3%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities3%

Contacts

3 of 3
  • DOUGLAS MANSAGER

    Vice PresidentCRD 4358048

  • LAURA LINDAHL

    Office ManagerCRD 4358055

  • NORMAN LINDAHL

    PresidentCRD 1260245

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FAIRLAWN, OH

SUMMIT

Location

FAIRLAWN, OH

Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
SUMMIT
Address
3075 Smith Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth