M.B. ENGDAHL & CO.
Firm details
- Headquarters
- fluvanna, New York
- CRD number
- 126473
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
M.B. Engdahl & Co. is a sole-proprietorship independent registered investment adviser that serves individual and family clients. The firm is owned and operated by an individual and combines legal practice activity with fee-for-service financial planning. Its compensation model is hourly charges rather than asset-based fees. The adviser is not identified as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MICHAEL ENGDAHL
OwnerCRD 2128470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
fluvanna, NY
CHAUTAUQUA
Location
fluvanna, NY
Headquartered in fluvanna, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- CHAUTAUQUA
- Address
- 3045 Fluvanna Avenue Ext
- Time zone
- ET (UTC-5)
- Office locations
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