MANDALA FINANCIAL ADVISORS LLC

Overview

Mandala Financial Advisors LLC is an independent registered investment adviser serving individual and family clients. The firm focuses on discretionary portfolio management and financial planning for individuals and small businesses, and it also runs educational seminars and workshops. Its advisory fees are charged as a percentage of assets under management and, where appropriate, on an hourly or fixed-fee basis. Investment activity is centered on pooled public funds — mutual funds and similar vehicles — which make up the bulk of client assets. The firm does allocate to third‑party alternative investment managers and uses annuities as part of client solutions, but it does not operate as a capital allocator. The ADV indicates the firm is not an active ESG investor and its registration/profile does not show multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices